# Ana McKinley

> Ana McKinley is a fee-only financial advisor at Jordan Financial Services in Kenosha, Wisconsin. Ana focuses on retirement planning. Jordan Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ana-mckinley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jordan Financial Services
- **Based in:** Kenosha, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $107.1M across 510 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 7431225 (https://adviserinfo.sec.gov/individual/summary/7431225)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.jordanfinancial.biz

## Frequently asked questions

### Is Ana McKinley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ana holds no broker registration, and Jordan Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ana charge for financial advice?

Ana's firm, Jordan Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ana McKinley based?

Ana McKinley is based in Kenosha, Wisconsin.

### What does Ana specialize in?

Ana's specialties include retirement planning. Ana works with retirees.

### Is Ana McKinley registered with the SEC?

Yes. Ana McKinley is registered as an investment adviser representative in WI (CRD 7431225), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jordan Financial Services manage?

Jordan Financial Services reports $107.1M across 510 accounts in assets under management.

### How do I contact Ana McKinley?

Through Ana's website, www.jordanfinancial.biz.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7431225): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jordanfinancial.biz/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.