Data / Investment advisers / Wisconsin / Jordan Financial Life Planning
Jordan Financial Life Planning, Kenosha, WI: $107 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jordan Financial Life Planning is an SEC registered investment adviser with its main office in Kenosha, Wisconsin and reports $107 million in regulatory assets under management in its Form ADV filed July 8, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 146633
- SEC file number
- 801-135737
- SEC status
- Approved, effective June 25, 2026
- Legal name
- Independent Wealth Management LLC
- Main office
- 6123 Green Bay Rd Suite 200, Kenosha, WI 53142
- Phone
- (262) 656-1141
- Website
- jordanfinancial.biz
- Regulatory AUM
- $107,087,243 in the Form ADV filed July 8, 2026
- Discretionary AUM
- $107,022,047
- Non discretionary AUM
- $65,196
- Accounts
- 510
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $61.6 million |
| Individuals (other than high net worth individuals) | 169 | $45.3 million |
| Charitable organizations | 2 | $207,142 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Valley Wealth Management | Oshkosh | $111.5 million | Not listed | adviserinfo.sec.gov |
| Pavlic Investment Advisors, Inc. | Delafield | $108.8 million | Not listed | adviserinfo.sec.gov |
| Sumnicht & Associates, LLC | Appleton | $107.9 million | Not listed | adviserinfo.sec.gov |
| River1 Asset Management LLC | Milwaukee | $107.8 million | Not listed | adviserinfo.sec.gov |
| Milborn Advisors, LTD | Milwaukee | $107.7 million | Not listed | adviserinfo.sec.gov |
| Morgan-Aly Wealth Management, LLC | Waukesha | $105.3 million | Not listed | adviserinfo.sec.gov |
| Baird Principal Group Management Company, LLC | Milwaukee | $83.7 million | Not listed | adviserinfo.sec.gov |
| Baird Principal Group Management Company II, LLC | Milwaukee | $81.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Jordan Financial Life Planning on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.