Jordan T. Truttschel, AIF®
Owner, Wealth Adviser
Jordan advises his clients on retirement planning through a fundamental approach. Client education and transparency are important pillars that he has built his business around. He is trusted and highly respected due to his hardworking nature and helpful attitude.
Jordan joined the financial services industry in 2009 and holds Series 7 and 66 Licenses. As an investment advisor representative, Jordan is also life insurance licensed. He holds a Bachelors of Business Administration, majoring in Finance with a Financial Planning emphasis, from UW- Whitewater.
Jordan lives in Madison and enjoys fishing and running in his free time. He has competed in both activities on the collegiate level, and continues to take time to enjoy the outdoors for both interests.