Jordan Rehagen
Certifications
Leveraging my years of experience in the financial services industry, my passion for helping individuals in all stages of life prepare for their financial future fuels my drive as a wealth advisor. I am deeply committed to making the complex world of wealth management easier to understand and accessible to my clients, whether they’re individuals, families, young professionals, or those entering or enjoying their retirement years. My aim is to craft not just a financial plan that you’re comfortable with, but one that excites you.
“At the heart of my practice is understanding your ‘why’. This enables us to work together to shape a financial strategy that aligns with your unique needs and aspirations.”
My approach to wealth management is rooted in empathy and personalized guidance, turning the ever-changing world of financial planning into an empowering journey of achieving financial milestones. I strive to serve as an extension of your family and to be a trusted advisor you can rely on to navigate the wealth accumulation and management process.
Outside of work I enjoy spending time with my corgi puppy, going for runs, or cheering on my favorite sports teams – all things Kansas City, the Nebraska Huskers (Go Big Red!), and the Boston Celtics. I am also extremely invested in supporting and uplifting the Kansas City community I am privileged to call home.
Call today to set up a no-obligation conversation about your financial well-being.
Primary Location
Mission Farms
Jordan Rehagen is insurance licensed in California and offers insurance services through Copper Financial & Insurance Solutions.
California Insurance Agent License #4326183
Copper Financial & Insurance Solutions License #0J06220
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper 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.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
|
Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.