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portrait of Todd C Jordan
FINANCIAL ADVISOR

Todd C Jordan

CEPA®, CRPC™
1125 Main St Ste 160, Onalaska, WI 54650opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Todd

Our branch team serves individuals, families and business owners in the Onalaska area and virtually across the U.S. Our mission is to partner with clients who have complex and evolving financial lives to help them organize and make informed decisions while building the wealth they need to fuel the future they envision.

Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesApril 2013 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Wisconsin,Eau ClaireBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Active Lifestyle
  • Outdoor Enthusiast
  • Real Estate

Team Members

  • Pam Powers
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(608) 783-3000

Fax

(877) 287-0926

Office Address

1125 Main St Ste 160
Onalaska, WI 54650opens in a new window

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