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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-2018
- Office Locations
- 1
Office Locations
About Cordis Financial, LLC
Cordis Financial, LLC is a Minneapolis-based RIA serving entrepreneurs and other individuals with comprehensive financial planning, tax and retirement planning, insurance, and business-succession guidance. Portfolios emphasize asset allocation using ETFs and mutual funds, with limited use of alternative/private funds and fixed income. Custodied primarily at Schwab and Fidelity and runs on Advyzon/Twenty Over Ten.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JEANNA R FIFER
Financial Planner, PARTNER
- CRD
- #4849899
- Ownership
- 50% but less than 75%
INGRID ELIZABETH STRAUSS
Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #5245441
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Kristin Ann Baker
Certified Financial Planner
- CRD
- #7688710
THOMAS LEE SULLIVAN
Financial Planner
- CRD
- #439818
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $360,728,097 | $421,411 |
| Non-Discretionary | $0 | -- |
| Total | $360,728,097 | $421,411 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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