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Terry Lynn Backmann

Jordan Financial Life Planning

Kenosha, WI

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Current Employers
Jordan Financial Life Planning

6123 Green Bay Rd Suite 200, Kenosha, WI 53142 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-21
IL RA APPROVED 2014-01-01
  • WI RA
    APPROVED
    Since 2025-01-21
  • IL RA
    APPROVED
    Since 2014-01-01

Branch Locations

6123 Green Bay Rd Suite 200, Kenosha, WI 53142 • 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
OrganizationCityStateFromTo
Words That Work Racine WI 09/1997 12/2018
Jordan Financial Life Planning Kenosha WI 09/2008 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-29
  • S66 Uniform Combined State Law Examination
    2003-12-29
Designations
Other Names
  • Terry Lynn Folkedahl

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
HARBOUR INVESTMENTS, INC.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

Peter Alan Cole
Teresa Ellen Chadha
Jeffrey Carl Perry
Kyle Kibar
STEVEN RAY PADDOCK
JOSHUA ALAN ZOERNER
STEFANIE ANN THEUER
ROBERT SCOTT FLEMING

Other Offices

J.P. MORGAN SECURITIES LLC · KENOSHA, WI
U.S. BANCORP ADVISORS, LLC · Kenosha, WI
EDWARD JONES · KENOSHA, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Kenosha, WI
HARBOUR INVESTMENTS, INC. · Kenosha, WI
LPL FINANCIAL LLC · KENOSHA, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Kenosha, WI
EQUITABLE ADVISORS, LLC · KENOSHA, WI

More in Kenosha, WI

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