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Jordan Churchill

5 Years of Experience
Kansas, MO
BrokerSells Insurance

Jordan Churchill is a registered investment advisor at Cetera Investment Advisers LLC, based in Kansas, MO, with 5 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

10927 Cleveland Ave, Kansas, MO, 64137

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jordan works as an agent/broker for Co-op Fixed Insurance, assisting RFC advisors with underwriting for difficult cases. This activity requires minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
December 2020 - August 2023 · 2 yrs 8 mos
Securian Financial Services, INC.Broker
October 2020 - August 2023 · 2 yrs 10 mos
State Registrations21 states
ALARAZCACOFLGAILINKSMAMNMONENMNYORPATXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jordan Churchill - Financial Advisor | TrueAdvisor