Kaitlin Elizabeth Jordan

Employer firm

Stone Pillars Wealth Management CRD 331308

$60.6M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → 11/2023
  Walkner Condon Financial Advisors
  Madison, WI
• 06/2022 → 08/2022
  Evco Plastics
  Deforest, WI
• 12/2023 → Present
  Stone Pillars Wealth Managemetn
  Madison, WI
• 08/2022 → 04/2026
  Independent Volleyball Coach
  Madison, WI
• 05/2016 → 06/2022
  Full Time Student
  Waunakee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-24