Financial ADVSR advisor directory · SEC adviser records
Cordis Financial, LLC financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Cordis Financial, LLC office in Minnesota, by city and A to Z.
The short answer
5 registered advisors work at Cordis Financial, LLC in Minnesota, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Minneapolis (5). 4 list the CFP designation and 0 are also registered broker representatives.
Cordis Financial, LLC advisors by city in Minnesota
Every firm in Minnesota →Cordis Financial, LLC advisors in Minnesota, A to Z
Search by name →- Kristin A. BakerMinneapolis · Certified Financial Planner
- Jeanna R. FiferMinneapolis · Certified Financial Planner
- Ingrid E. StraussMinneapolis · Certified Financial Planner
- Thomas L. SullivanMinneapolis
- Kelly J. Sullivan NoahMinneapolis · Certified Financial Planner
Cordis Financial, LLC advisors in every state →Cordis Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Cordis Financial, LLC financial advisors are in Minnesota?
5 investment adviser representatives are registered at Cordis Financial, LLC offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Minnesota does Cordis Financial, LLC have the most advisors?
Minneapolis, with 5. Cordis Financial, LLC has advisors in 1 city in Minnesota.
How do I check a Cordis Financial, LLC advisor in Minnesota?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cordis Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.