Jordan Bonnett, Financial Advisor located in Sussex, WI

Financial Advisor
Jordan Bonnett

ChFC®, RICP®, AAMS®, RLP®
N64 W24801 Main St Suite 108, Sussex, WI 53089opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Sustainable Investing
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS®

    Accredited Asset Management Specialist™

  • RLP®

    Registered Life Planner®

Personal Interests

  • Personal Fitness
  • Hiking
  • Spending Time with Family
  • Pets
  • Cooking

Team Members

  • Keagan Hanson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 06:00PM
Tue 07:00AM - 06:00PM
Wed 07:00AM - 06:00PM
Thu 07:00AM - 06:00PM
Fri 07:00AM - 06:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(262) 820-0305

Fax

(855) 401-5943

Office Address

N64 W24801 Main St Suite 108
Sussex, WI 53089opens in a new window

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