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David Paul Jordan

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
IL RA APPROVED 2010-01-04
WI RA APPROVED 2008-11-03
  • IL RA
    APPROVED
    Since 2010-01-04
  • WI RA
    APPROVED
    Since 2008-11-03

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
Independent Wealth Management Llc Kenosha WI 09/2008 Present
  • 09/2008 → Present
    Independent Wealth Management Llc
    Kenosha, WI
Previous Registrations
Other Businesses

TOJO ENTERPRISES LLC - PARTNER. PROPERTY MANAGEMENT - 0 HOURS, OWNS THE BUILDING IN WHICH THE PRACTICE IS LOCATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-15
S63 Uniform Securities Agent State Law Examination 1993-06-01
  • S66 Uniform Combined State Law Examination
    2003-05-15
  • S63 Uniform Securities Agent State Law Examination
    1993-06-01
Designations

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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