Jordan M. Mills,  CFP<sup>&reg;</sup> - Financial Advisor

Jordan M. Mills, CFP®

Senior Associate Consultant

Wipfli Financial Advisors

7601 France Ave S, Ste 400
Edina, MN 55435
(952) 548-3348

General

Jordan Mills is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wipfli Financial Advisors in Edina, MN and the surrounding communities.

Financial Advisor Overview

I primarily work with individuals nearing retirement and phasing into retirement, as well as young professionals who are accumulating assets towards their retirement and college savings for their children.

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Financial Advisor Experience

I have over 16 years of experience in financial planning and investment consulting with individuals, families, and small businesses.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Retirement, Women's Finances

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Helpful Financial Planning Resources