Jordan Mills

Jordan Mills

Partner / Private Wealth Manager at Creative Planning LLC
Victoria, Minnesota, United States

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Work Experience

Creative Planning

Partner / Private Wealth Manager

2022-10-01 - Present

Wipfli Financial Advisors

Principal, Senior Financial Advisor

2011-04-01 - 2022-09-01

Bernstein Global Wealth Management

Private Client Associate

2006-03-01 - 2011-03-01

Ameriprise Financial Advisors

Financial Advisor

1999-01-01 - 2006-02-01

Skills

comprehensive wealth management financial planning investment management estate planning & trusts strategic tax planning retirement planning insurance risk management business owner services retirement services international institutional

Languages

English