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Jordan E. Boswell

Paraplanner

Jordan E. Boswell

Paraplanner

Jordan is a Paraplanner who works with our wealth managers to provide outstanding service for our clients. She enjoys learning about and creating unique experiences for every client. Jordan earned her Bachelor of Business Administration in Finance and Economics from the University of Wisconsin-Eau Claire. Outside the office, Jordan enjoys being outdoors, going to concerts, visiting coffee shops, and spending time with friends and family.

Education and Training

  • Bachelors Degree – Business Administration Finance and Economics; University of Wisconsin-Eau Claire

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Learn why you may be able to retire earlier than you think.
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