Jordan D. Kast, Cfp®

Jordan D. Kast, Cfp® Email and Phone Number

Financial Planner @ GDS Wealth Management
Flower Mound, TX, US
Jordan D. Kast, Cfp®'s Location
Flower Mound, Texas, United States, United States
About Jordan D. Kast, Cfp®

I am a CERTIFIED FINANCIAL PLANNER™ with GDS Wealth Management and with a decade of experience in financial planning. I am dedicated to managing and preserving wealth for you and your family and strive to ensure that you are able to meet the goals you set for your financial future. I work hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using portfolio management, retirement planning, estate planning, 529 education savings plans and more. When choosing a financial planner, it is important to select someone you can trust and build connections with. I recognize the value in this, and want clients and potential clients to know that they are not simply a number on a screen to the GDS Wealth Management team. Rather than being driven by sales or numbers, the GDS team instead establish meaningful relationships with clients to better be able to serve them and their needs.

Jordan D. Kast, Cfp®'s Current Company Details
GDS Wealth Management

Gds Wealth Management

View
Financial Planner
Flower Mound, TX, US
Jordan D. Kast, Cfp® Work Experience Details
  • Gds Wealth Management
    Financial Planner
    Gds Wealth Management
    Flower Mound, Tx, Us
  • Gds Wealth Management
    Financial Planner
    Gds Wealth Management Jan 2021 - Present
    Flower Mound, Texas, Us
    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® on the U.S.Investment advice offered through GDS Wealth Management, a registered investment adviser.
  • Ameriprise Financial Services, Inc.
    Paraplanner
    Ameriprise Financial Services, Inc. Jun 2019 - Oct 2020
    Minneapolis, Mn, Us
  • Ameriprise Financial Services, Inc.
    Client Service Manager
    Ameriprise Financial Services, Inc. Jun 2014 - Jun 2019
    Minneapolis, Mn, Us
  • Wealth Design, Llc
    Wealth Planning Associate
    Wealth Design, Llc Mar 2014 - Apr 2014
    Campbell, Ca, Us
  • Ameriprise Financial Services, Inc.
    Financial Planning Associate
    Ameriprise Financial Services, Inc. Feb 2013 - Feb 2014
    Minneapolis, Mn, Us
  • Trinity Lutheran Church, Fresno
    Musician
    Trinity Lutheran Church, Fresno Nov 2012 - Feb 2014

Jordan D. Kast, Cfp® Education Details

  • Pepperdine Graziadio Business School
    Pepperdine Graziadio Business School
    Financial Planning And Services
  • California State University, Fresno
    California State University, Fresno
    Accounting And Finance
  • Buchanan High School
    Buchanan High School
    High School Diploma

Frequently Asked Questions about Jordan D. Kast, Cfp®

What company does Jordan D. Kast, Cfp® work for?

Jordan D. Kast, Cfp® works for Gds Wealth Management

What is Jordan D. Kast, Cfp®'s role at the current company?

Jordan D. Kast, Cfp®'s current role is Financial Planner.

What schools did Jordan D. Kast, Cfp® attend?

Jordan D. Kast, Cfp® attended Pepperdine Graziadio Business School, California State University, Fresno, Buchanan High School.

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