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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Jordan Financial Life Planning financial advisors in Kenosha, WI

Every SEC-registered investment adviser representative at a Jordan Financial Life Planning office in Kenosha, A to Z.

The short answer

3 registered advisors work at Jordan Financial Life Planning in Kenosha, out of 3 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Jordan Financial Life Planning advisors in Kenosha, A to Z

Every Jordan Financial Life Planning advisor →

Jordan Financial Life Planning advisors in every city and state →Jordan Financial Life Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Kenosha

All Kenosha advisors →

Edward Jones 6Coordinated Capital Securities, Inc. 5LPL Financial LLC 5Thrivent Investment Management Inc. 4Ameriprise Financial Services, LLC 3J.P. Morgan Securities LLC 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Jordan Financial Life Planning have in Kenosha?

3 investment adviser representatives are registered at Jordan Financial Life Planning offices in Kenosha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Jordan Financial Life Planning one of the largest advisor employers in Kenosha?

Jordan Financial Life Planning ranks number 7 in Kenosha by registered advisors; Edward Jones has the most, with 6.

How do I check a Jordan Financial Life Planning advisor in Kenosha?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jordan Financial Life Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.