Jordan Michelle Mills

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2022-10-05

MN RA
APPROVED

Since 2022-10-05

Branch Locations

3800 American Boulevard West, Suite 1000, Bloomington, MN 55431 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hewins Financial Advisors, Llc	Edina	MN	04/2015	05/2018
Wipfli Financial Advisors, Llc	Edina	MN	06/2018	05/2020
Wipfli Financial Advisors, Llc	Edina	MN	06/2020	09/2022
Creative Planning, Llc	Minneapolis	MN	10/2022	Present

04/2015 → 05/2018

Hewins Financial Advisors, Llc

Edina, MN
06/2018 → 05/2020

Wipfli Financial Advisors, Llc

Edina, MN
06/2020 → 09/2022

Wipfli Financial Advisors, Llc

Edina, MN
10/2022 → Present

Creative Planning, Llc

Minneapolis, MN

Previous Registrations

2013-07-02 → 2022-10-12

Wipfli Financial Advisors, Llc

Milwaukee, WI

Edina, MN

Minneapolis, MN
2011-08-31 → 2013-09-05

Wipfli Hewins Investment Advisors Llc

Edina, MN

San Mateo, CA

Other Businesses

Wipfli Financial Advisors, LLC; Milwaukee, WI; Unit Holder; is investment related; Start date 10.1.22; 0 hours spent on this OBA; Description - Principal of Wipfli Financial Advisors with 0.2695% ownership.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-08-29
S63	Uniform Securities Agent State Law Examination	1999-01-21

S65 Uniform Investment Adviser Law Examination

2011-08-29
S63 Uniform Securities Agent State Law Examination

1999-01-21

Designations

Other Names

Jordan Michelle Lochner

View on SEC IAPD