Lacey Jordan is a CFP, ChFC-designated registered investment advisor, based in Colorado Springs, CO, with 21 years of industry experience.
Location
2510 N. Cascade Avenue, Suite 120, Colorado Springs, CO, 80907
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lacey is an investment advisor representative (IAR) with Summit Wealth Group, dedicating full-time hours to serving clients. She also provides fixed insurance advice, owns Jordan Financial Planning LLC, a commercial real estate property through 2 Ladies LLC, a rental property, and resells tickets to a private suite, each requiring minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.