Jordan Financial Life Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$106,880,101
Clients
204
Advisors
3
of 3 employees
About
Jordan Financial Life Planning provides financial life-planning and investment-advisory services primarily to individual clients and, incidentally, to trusts, estates, small businesses and charitable organizations. The firm offers one-time project plans, ongoing retainer planning and discretionary portfolio management, and it operates with three advisors managing roughly $107 million in client assets for about 204 client households.
The firm’s planning process follows CFP Board practice and an "Awareness, Alignment and Action" methodology to align clients’ life goals with cash flow, asset allocation, tax, risk-management and estate considerations; engagements may be hourly, project-based, or ongoing. For investment management Jordan Financial uses active, individualized discretionary strategies with at least quarterly reviews, employing both fundamental and technical analysis and third‑party planning tools to develop and monitor portfolios.
Distinctive features include a recent transition from state registration to SEC registration and the use of the Pontera platform to facilitate management of held-away defined contribution or participant accounts without taking custody. The firm operates on a fee-only advisory model while permitting representatives to retain insurance licenses and works with Schwab Institutional, receiving custodial services and certain software or service benefits (for example, discounted access to Morningstar Office) that it discloses and manages as potential conflicts of interest.
Client services
Expertise
Fee options
Flat fee for financial plans ranging from $2,500 (basic) up to $10,000 (comprehensive)
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $4,000,000: 0.45% $4,000,000+: 0.25%
$250 per hour for financial planning services
Ongoing or retainer financial planning fees (varied, negotiated)
Fee-only: Financial planning fees including hourly ($250/hour), flat fees ($2,500 to $10,000 for plans), ongoing retainer fees, and tiered percentage of AUM investment management fees
Main office
6123 Green Bay Rd, Suite 200
Kenosha WI 53142
Advisors at this office
3
Most active in
Illinois · Tennessee · Wisconsin
Also doing business as
Independent Wealth Management LLC · Jordan Financial Life Planning · Jordan Financial Life Planning, Jordan Financial Planning, Jordan Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David J
CFP®, ChFC®, Series 63, Series 66
Kenosha, WI
Jordan Financial Life Planning
David Jordan is a CFP® and ChFC® with 22 years of experience in the financial advisory industry. He has been associated with Independent Wealth Management LLC since 2008. In addition to his advisory work, he is a partner in TOJO Enterprises LLC, which manages the property where his practice is located. Jordan Financial Life Planning provides financial life-planning and investment-advisory services primarily to individual clients, with additional services for trusts, estates, small businesses, and charitable organizations. The firm uses a comprehensive planning process aligned with CFP Board standards and delivers active, individualized discretionary investment management.
Terry B
ChFC®, Series 66
Kenosha, WI
Jordan Financial Life Planning
Terry Backmann is a financial advisor at Jordan Financial Life Planning in Kenosha, WI, holding the ChFC® designation and Series 66 license, with 17 years of industry experience. He has been with Jordan Financial Life Planning since 2008 and previously worked at Words That Work from 1997 to 2018. Jordan Financial Life Planning provides financial life-planning and investment-advisory services primarily to individuals, as well as trusts, estates, small businesses, and charitable organizations. The firm uses a comprehensive planning process aligned with CFP Board standards and employs active, individualized discretionary investment strategies with regular portfolio reviews.
Ana M
Series 66
Kenosha, WI
Jordan Financial Life Planning
Ana Mc Kinley is a financial advisor at Jordan Financial Life Planning with four years of industry experience. She holds the Series 66 designation and has previously worked at Independent Wealth Management LLC, Park Avenue Securities, Guardian Life Insurance Company, and Thrivent Financial. Outside of advisory work, she operates McKinley Tax Consulting, LLC. Jordan Financial Life Planning serves primarily individual clients along with trusts, estates, small businesses, and charitable organizations. The firm offers financial life-planning and investment-advisory services through various engagement models and employs active, individualized discretionary investment strategies with regular portfolio reviews.
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