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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 2026-03-11
  • WI RA
    APPROVED
    Since 2026-03-11

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
Jds Professional Group Englewood CO 12/2019 10/2021
Marrs Sevier & Co Lakewood CO 11/2017 11/2019
None Lakewood CO 04/2017 10/2017
Hanson & Co Cpa's Denver CO 02/2017 04/2017
None Lakewood CO 05/2016 01/2017
Thrivent Investment Management Inc Kenosha WI 10/2021 08/2025
Thrivent Financial Appleton WI 11/2021 03/2022
Thrivent Financial Appleton WI 03/2022 08/2025
Park Avenue Securities Pewaukee WI 07/2025 01/2026
Guardian Life Insurance Company Pewaukee WI 07/2025 01/2026
Independent Wealth Management Llc Kenosha WI 01/2026 Present
  • 12/2019 → 10/2021
    Jds Professional Group
    Englewood, CO
  • 11/2017 → 11/2019
    Marrs Sevier & Co
    Lakewood, CO
  • 04/2017 → 10/2017
    None
    Lakewood, CO
  • 02/2017 → 04/2017
    Hanson & Co Cpa's
    Denver, CO
  • 05/2016 → 01/2017
    None
    Lakewood, CO
  • 10/2021 → 08/2025
    Kenosha, WI
  • 11/2021 → 03/2022
    Thrivent Financial
    Appleton, WI
  • 03/2022 → 08/2025
    Thrivent Financial
    Appleton, WI
  • 07/2025 → 01/2026
    Park Avenue Securities
    Pewaukee, WI
  • 07/2025 → 01/2026
    Guardian Life Insurance Company
    Pewaukee, WI
  • 01/2026 → Present
    Independent Wealth Management Llc
    Kenosha, WI
Previous Registrations
Other Businesses

Name: Rental real estate Title: Joint owner Start Date:2019/02/01 Address: 20328 Crabtree St, Chugiak, AK 99567 Responsibilities Duties: Bookkeeping and tax compliance 1 total hour per month 0 during securities trading hours Investment related 1% annual compensation Name: Insurance broker Title: Broker Start Date:2026/01/08 Address: 3312 47th Ave Kenosha, WI 53144 Description: Comparing and writing life and long-term care insurance solutions for JFLP clients only if they do not have a relationship with an insurance agent 0 total hour per month 4 during securities trading hours Investment related 5% annual compensation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-24
  • S66 Uniform Combined State Law Examination
    2021-12-24
Other Names
  • Dee-Ann Elizabeth Shryock
  • Dee Ann Elizabeth Shryock
  • Dee Ann Elizabeth Kotter
  • Ana Elizabeth Kotter
  • Ana Elizabeth Lauber-Kotter
  • Ana Elizabeth Lauber
  • Ana E Mckinley
  • Ana Mckinley

View on SEC IAPD

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