INDEPENDENT WEALTH MANAGEMENT LLC of KENOSHA, WI is an SEC-registered investment adviser (CRD 146633). Regulatory assets under management: $107.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| David Paul Jordan | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER (SOLE PROPRIETOR) | — |
| Terry Lynn Backmann | INVESTMENT ADVISOR REPRESENTATIVE (NO LONGER AN OWNER) | — |