D800E00058

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stephen.jordan@lpl.com

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Stephen is a Peoria native and graduate of Bradley University with a Bachelor’s Degree in Finance. While at Bradley, Stephen was an active member of the Financial Management Association and the Bradley Investment Organization. During college, Stephen completed two internships at large financial services firms. He began working as a financial advisor at Morgan Stanley Smith Barney upon graduating.

Stephen joined LPL Financial in mid-2013, partnering with Cyr/Woertz Financial Group. He is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner and maintains his Series 66 and 7 Securities registrations held through LPL Financial, as well as his producer’s license for Life, Health and Variable Contracts in the state of Illinois.

Stephen’s approach to financial planning aims to simplify his clients often complex situations. He views investment management and holistic planning as two inseparable aspects of a successful financial path, with one of his primary roles being a “behavioral investment counselor” to the families he serves.

Stephen and his wife Hannah enjoy traveling to warmer climates. Stephen is an avid hockey, golf and football fan and still plays golf and hockey regularly.

FINANCIAL INDEPENDENCE. THIS IS AN EMOTION THAT CAN COME FROM HAVING A SOUND FINANCIAL PLAN AND CLEAR INVESTMENT PATH TO A CONFIDENT RETIREMENT.

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By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.
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