Stephanie L Jordan

Current Employers

Employment History

• 01/2025 → Present
  Osaic Wealth, Inc.
  Denver, CO
• 08/2008 → 01/2025
  Lincoln Financial Advisors
  Englewood, CO

Previous Registrations

• 2008-08-26 → 2025-01-24
  Osaic Fa, Inc.
  Denver, CO
• 2005-09-12 → 2008-08-19
  Mutual Of Omaha Investor Services, Inc.
  Denver, CO
  Englewood, CO

Other Businesses

1) NEXT GENERATION WEALTH SYSTEMS CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/BROKER DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, FIXED LIFE INSURANCE. START DATE: 08/12/2009 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2) WINDSTAR, 40755 COUNTY RD 21, ELIZABETH, CO 80107 CATEGORY: RANCHING INVESTMENT RELATED: NO TITLE: OWNER DUTIES: MANAGE RANCHING ACTIVITIES START DATE: 09/2019 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 0 UPDATE FORM BR: NO WEBSITE ADDRESS: N/A 3) WINDSTAR, LLC., ELIZABETH, CO 80107 CATEGORY: LEGAL ENTITY/RANCHING INVESTMENT RELATED: NO TITLE: OWNER DUTIES: MANAGE RANCHING ACTIVITY START DATE: 09/2019 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 0 UPDATE FORM BR: NO WEBSITE ADDRESS: N/A 4) NEXT GENERATION WEALTH SYSTEMS, INC., 8055 EAST TUFTS AVE., SUITE 1400, DENVER, CO 80237 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OFFERS DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE ALONG WITH FIXED ANNUITIES START DATE: 01/2019 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 UPDATE FORM BR: YES WEBSITE ADDRESS: WWW.NGWSADVISORS.COM 5) STEPHANIE JORDAN/NEXT GENERATION WEALTH SYSTEMS 8055 EAST TUFTS AVE, SUITE 1400, DENVER, CO 80237 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF FIXED ANNUITIES START DATE: 10/4/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-09
• S63 Uniform Securities Agent State Law Examination
  2000-01-25

Other Names

• Stephanie L Herdahlgilsdorf
• Stephanie L Herdahl
• Stephanie L Herdahl
• Stephanie L Herdahl Gilsdorf
• Stephanie L Herdahl