Cordis Financial, LLC

Cordis Financial, LLC (CRD# 294766) is a financial advisory firm headquartered in Minneapolis, MN. They manage $181,262,225 in 540 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3001 Broadway Street Ne, Suite 100, Minneapolis, MN 55413
https://www.facebook.com/cordisfinancial
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $335,671
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, NE

Financial Advisors at Cordis Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeanna Fifer, financial advisor Minneapolis MN
Jeanna R. Fifer
CRD#: 4849899
3001 Broadway Street Ne, Suite 100, Minneapolis, MN 55413

Jeanna Fifer (CRD# 4849899) is an Investment Advisor Representative working at Cordis Financial, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

2
Ingrid Strauss, financial advisor Minneapolis MN
Ingrid E. Strauss
CRD#: 5245441
3001 Broadway Street Ne, Suite 100, Minneapolis, MN 55413

Ingrid Strauss (CRD# 5245441) is an Investment Advisor Representative working at Cordis Financial, LLC in Minneapolis, MN and has over 17 years of experience in the finance industry.

3
Kristin Baker, financial advisor Minneapolis MN
Kristin A. Baker
CRD#: 7688710
3001 Broadway Street Ne, Suite 100, Minneapolis, MN 55413

Kristin Baker (CRD# 7688710) is an Investment Advisor Representative working at Cordis Financial, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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