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JORDAN FINANCIAL LIFE PLANNING

KENOSHA, WI · CRD 146633 · IAPD ↗ · jordanfinancial.biz · 262-656-1141

$107.1MRegulatory AUM
3Advisory reps
3Employees
6Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — JORDAN FINANCIAL LIFE PLANNING (KENOSHA, WI) is newly SEC-registered with $107.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.