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Krista Jordan
3(16) Relationship Manager @Pentegra Retirement Services
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WORK HISTORY
3(16) Relationship Manager @Pentegra Retirement Services
EDUCATION
The Ohio State University
Bachelor of Architecture (BArch), Architecture
ABOUT KRISTA JORDAN
As Retirement Plan Liason, my primary focus is partnering with Plan Sponsors to establish processes for plan risk mitigation, investment performance maximization and fee management. I specialize in the facilitation of custom plan solutions to address the unique and individual needs of Business Owners and Employers. My strategy includes pre-sale analysis and due diligence as well as post-sale employee education and plan review.Securities and Retirement Plan Consulting Program Advisory Services offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \"contact info\" section above. Other Investment Advice offered through Stratos Wealth Partners, Ltd, a Registered Investment Advisor. Plan For Your Tomorrow, Inc. and Stratos Wealth Partners, Ltd. are separate entities from LPL Financial. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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