David Jordan is a CFP, ChFC-designated registered investment advisor at Jordan Financial Life Planning, based in Kenosha, WI, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 206 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4M+ | 0.25% |
Fees are negotiable. There is also a portfolio analysis fee of $500, which is negotiable based on whether the initial portfolio analysis was included in a one-time or ongoing financial planning engagement.
Fee Estimator
Location
6123 Green Bay Rd, Suite 200, Kenosha, WI, 53142
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a partner in Tojo Enterprises LLC, a property management company, and owns the building where his practice is located. He spends minimal time on this activity.
Employment History
Current Registrations
Jordan Financial Life Planning
Previous Registrations
Annex Wealth Management, LLC
Thrivent Investment Management INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.