David P. Jordan,  CFP<sup>&reg;</sup> - Financial Advisor

David P. Jordan, CFP®

ChFC, CLU

Senior Financial Planner

Independent Wealth Management LLC dba Jordan Financial Life Planning

6123 Green Bay Rd, Ste 260
Kenosha, WI 53142
FINANCIAL ADVISOR'S WEBSITE
(262) 656-1141

General

David Jordan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Independent Wealth Management LLC dba Jordan Financial Life Planning in Kenosha, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - LUTCF, FIC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Retirement, Life Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Personal Taxes

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