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Jordan Financial Life Planning

EST. AUM
$107,087,243

CONTACTS

CLIENT ACCOUNTS
510

Firm Details

Metro area Milwaukee
CRD Number 146633
Website jordanfinancial.biz
Client types

Overview

Jordan Financial Life Planning is the primary advisory brand of Independent Wealth Management LLC, an SEC-registered investment adviser headquartered in Kenosha, Wisconsin. The firm provides comprehensive financial planning, retirement planning, discretionary portfolio management, investment advisory, and wealth management services for individuals and families. Investment portfolios are built using diversified allocations across equities, fixed income, ETFs, and mutual funds to meet clients' long-term financial objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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