Jordan Tanis in

Jordan Tanis

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Financial Advisor, Partner at Realize Wealth Management
📍 Grand Rapids, Michigan, United States

Jordan Tanis is a Partner and Financial Advisor at Realize Wealth Management, affiliated with the Northwestern Mutual Network. He focuses on developing enduring relationships with clients, providing expert guidance for long-term financial security. He is a graduate of Hope College and began his career with an extensive internship at Northwestern Mutual.

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Experience
21 Years
Current Role
Financial Advisor, Partner
Location
Grand Rapids, Michigan, United States
Personality Overview

How Jordan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jordan cares about

Holistic Financial Planning
His mission is to provide expert guidance for a lifetime of financial security, focusing on solutions that help clients achieve their goals.
Retirement Strategies
He emphasizes the importance of working with an advisor during retirement to maximize savings and ensure tax efficiency.
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Career

Work history

7-2025
Financial Advisor, Partner
Realize Wealth Management
1-2007
Financial Advisor
Northwestern Mutual Financial Network
2006 - 2007
Intern
Lakeshore Advantage
1-2005 - 1-2007
Financial Representative Intern
Northwestern Mutual Financial Network
In the press

Media appearances

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Education
2003 - 2007
Bachelors
Hope College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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