Ana McKinley
Jordan Financial Services · Kenosha, Wisconsin
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Jordan Financial Services |
|---|---|
| Based in | Kenosha, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $107.1M across 510 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7431225 |
| Exams passed | Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jordanfinancial.biz |
| Profile |
How Ana's firm compares
- Jordan Financial Services's average account is about $210,000, from its Form ADV (assets managed divided by 510 accounts).
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Questions about Ana
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Jordan Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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