Jordanna Schatz
608-828-3701
Jordanna is the day-to-day contact for questions and concerns with retirement plans and individual retirement accounts. She works closely with plan participants and individuals, guiding them with support for their retirement plan decisions and individual investments as needed. This includes strategic employee education, developing a customized retirement plan, and assisting clients to and through retirement with their investment and income needs.
Jordanna earned her Bachelor of Science from the University of Findlay in 2007 and holds licenses in the following areas:
- Life and Health Insurance
- FINRA Series 6 and 63 through LPL Financial
- FINRA Series 65 registration through Global Retirement Partners
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba AssuredPartners Financial Advisors, an SEC registered investment advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial 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.