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Current Employers
Coffman Wealth Advisors, Llc

2005 N Westwood Blvd, Poplar Bluff, MO 63901 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-12-11
  • MO RA
    APPROVED
    Since 2025-12-11

Branch Locations

2005 N Westwood Blvd, Poplar Bluff, MO 63901 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 07/2016 09/2019
Northwestern Mutual Investment Services Llc Poplar Bluff MO 02/2017 09/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2018 09/2019
Coffman Wealth Advisors, Llc Poplar Bluff MO 10/2025 Present
Coffman And Company, P.C. Poplar Bluff MO 09/2019 Present
  • 07/2016 → 09/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 02/2017 → 09/2019
    Northwestern Mutual Investment Services Llc
    Poplar Bluff, MO
  • 07/2018 → 09/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2025 → Present
    Poplar Bluff, MO
  • 09/2019 → Present
    Coffman And Company, P.C.
    Poplar Bluff, MO
Other Businesses

Coffman and Company, P.C.; non-investment related; 2005 N. Westwood Blvd. Poplar Bluff, MO 63901; Accounting; Sr. Accountant; 09/2019; 160 hrs./mo; 100 hrs/mo; Provides accounting, tax compliance, bookkeeping, payroll tax compliance. Missouri Baptist Foundation; Investment Related; 400 East High Street Suite 500. Jefferson City, MO 65101; Asset Management for Missouri Baptist Churches and Ministries; Trustee on Board of Trustees; Endowment Management Committee; Audit Committee; 12/2024; 5hrs/mo; 5hrs/mo attends three board meetings per year Straightway Holdings, Inc (subsidiary of Missouri Baptist Foundation); Investment Related; 400 East High Street Suite 500. Jefferson City, MO 65101; Impact Investing for Ministry; Trustee on Board of Trustees; 12/2024; 1hr/mo; 1hr/mo; attends three board meetings per year

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 2017-07-31
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    2017-07-31
Designations
Other Names
  • Jordan C Worley

View on SEC IAPD

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