Jordan Kuehner, CFP®, MBA

Jordan Kuehner, CFP®, MBA

Financial Advisor

Personal Profile
Jordan’s passion is helping families develop a financial plan to protect and provide for their future. As a CERTIFIED FINANCIAL PLANNER™ professional, he believes strongly in working through a consistent process to help his clients align their actions to what’s most important to them.

Specialty
Holistic Financial Planning

  • Risk Management
  • Investment Portfolio Management
  • Retirement Income Planning
  • Tax Planning Strategies
  • Estate Planning

Education and Honors
College for Financial Planning® Kaplan

  • CERTIFIED FINANCIAL PLANNER™ professional coursework

Mount Mercy University

  • Masters of Business Administration

Coe College

  • Bachelor’s Degree in Business Administration

Professional Accreditations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • FINRA Series 7, Series 66 Securities Registrations, Life and Health Licensed
  • 10 years’ financial service industry experience
  • Principal Honor Council Honoree - 2021

Interests and Hobbies
Jordan and his wife, Kaitlin, have 4 children, Ella, Lyla and Jac (twins), and Miles. Jordan and his wife are active in their church community and really enjoy being outdoors hunting/fishing, golfing, camping, and traveling with their family. Jordan's other interests include playing the blues on guitar, barbequing, and playing with their golden retriever, Millie.

Favorite Food: Deer loin and any meat off of the smoker!
What Motivates Jordan: Helping others
Favorite Holiday: Christmas
Bucket List: Go on a moose hunt with a recurve
Biggest Accomplishment: Raising a family with my high-school sweetheart