Jordan Kuehner, CPWA®, CFP®, CLTC®, 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 PRIVATE WEALTH ADVISOR® and 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 (Long-Term Care, Life Insurance, Disability Insurance)
- Investment Portfolio Management
- Retirement Income Planning
- Tax Planning Strategies
- Estate Planning
Education and Honors
Investments & Wealth Institute in conjunction with The University of Chicago Booth School of Business
- Certified Private Wealth Advisor® professional
College for Financial Planning® Kaplan
- CERTIFIED FINANCIAL PLANNER® professional
Mount Mercy University
- Masters of Business Administration
Coe College
- Bachelor’s Degree in Business Administration
Professional Accreditations
- CERTIFIED PRIVATE WEALTH ADVISOR®
- 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