Jordan Edward Rethman

Current Employers

United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-11-14

OH RA
APPROVED

Since 2022-11-14

Branch Locations

100 S. Main Ave. Ste. 203, Sidney, OH 45365 • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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
Mccrate, Delaet & Company	Sidney	OH	10/2020	Present
Seepex Inc.	Enon	OH	06/2016	10/2020
Nextgen Federal Systems	Fairborn	OH	05/2016	07/2017
Wright State University	Fairborn	OH	10/2012	05/2017
United Planners Financial Services	Scottsdale	AZ	10/2022	Present

10/2020 → Present

Mccrate, Delaet & Company

Sidney, OH
06/2016 → 10/2020

Seepex Inc.

Enon, OH
05/2016 → 07/2017

Nextgen Federal Systems

Fairborn, OH
10/2012 → 05/2017

Wright State University

Fairborn, OH
10/2022 → Present

United Planners Financial Services

Scottsdale, AZ

Other Businesses

1.) MCCRATE, DELAET & COMPANY - ACCOUNTANT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SIDNEY, OH - SINCE 10/2020 - NOT INVESTMENT RELATED 2.) MCCRATE WEALTH MANAGEMENT, LLC - PORTFOLIO MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - SIDNEY, OH - SINCE 10/2024 - INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-11

S66 Uniform Combined State Law Examination

2022-11-11

Other Names

Jordan Rethman

View on SEC IAPD

Current Employers

United Planners' Financial Services Of America A Limited Partner

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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