Terry Backmann
Jordan Financial Services · Kenosha, Wisconsin
Terry Backmann is a fee-only financial advisor at Jordan Financial Services in Kenosha, Wisconsin, who holds the ChFC credential. Terry 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 |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in IL, WI · CRD 4717131 |
| Exams passed | Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jordanfinancial.biz |
How Terry'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 Terry
Is Terry Backmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terry 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 Terry charge for financial advice?
Terry's firm, Jordan Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Terry Backmann based?
Terry Backmann is based in Kenosha, Wisconsin.
What does Terry specialize in?
Terry's specialties include retirement planning. Terry works with retirees.
What credentials does Terry Backmann hold?
Terry Backmann holds the ChFC credential.
Is Terry Backmann registered with the SEC?
Yes. Terry Backmann is registered as an investment adviser representative in IL and WI (CRD 4717131), 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 Terry Backmann?
Through Terry'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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