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JORDAN FINANCIAL LIFE PLANNING
INDEPENDENT WEALTH MANAGEMENT LLC
CRD 146633 · SEC 801-135737
6123 GREEN BAY RD, SUITE 200, KENOSHA, WI, 53142, United States
Phone
262-656-1141
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$107.1M
Discretionary AUM
$107.0M
Team
3 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $45.3M |
| High net worth individuals | 35 | $61.6M |
| Charitable organizations | 2 | $207K |
All web addresses on file
Official SEC filing: View on IAPD