Urshan Retirement Group, Inc.

CONNECT

Address:

5033 Miller Trunk Highway
Hermantown, MN 55811

Phone:

218-625-7575,Toll Free: 888-625-7575

Fax/Other:

218-625-7676

About Us

Jordan D. Urshan, CFP®, RFC grew up in Hermantown, MN, attended Hermantown High School and St. John's University graduating with a degree in Management and Leadership.  Jordan achieved his CERTIFIED FINANCIAL PLANNER™ certification in 2018, and his Registered Financial Consultant (RFC) designation in 2014 from the IARFC.  He achieved his Eagle Scout Rank in 2003 and is an active member at Peace In Christ Lutheran Church.  He has been securities and insurance licensed since 2010.  Jordan lives in Hermantown with his family. Jordan is a Registered Representative with Securities America, Inc. and is an Investment Advisor Representative with Securities America Advisors, Inc.

 

 

Daniel J. Urshan, RFC grew up in Twig, MN, attended Proctor High School and the University of Minnesota Duluth.  He has been insurance licensed and securities licensed since 1984.  He received the Registered Financial Consultant (RFC) designation in 1996 from the IARFC.  Dan served one term as a Hermantown city councilor, and two terms as the mayor of Hermantown.  He has served on many regional and state-wide boards, commissions, and coalitions.  He received a national award in 1999 from the National Center on Small Communities.  Dan was appointed by Governor Pawlenty to the Sixth Judicial District Commission on Judicial Selection from January 2007 to 2011.  He is a Registered Principal with Securities America, Inc. and an Investment Advisor Representative with Securities America Advisors, Inc.

 

Anna E. Graves is a licensed Client Services Manager at Urshan Retirement Group Inc.  She grew up in Hermantown, MN, attended Hermantown High School where she played soccer, basketball and softball.  Anna continued to play softball while attending Concordia University St. Paul, where she graduated with honors in 2010.

Audra Pike is a Client Services Specialist at Urshan Retirement Group, Inc.  She grew up in Embarrass, MN and moved to Duluth, MN after high school graduation. She continued her education at Lake Superior College, graduating in 2001 with her degree in Office Administration.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck