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Cordis Financial Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Cordis Financial is a Minnesota-based independent, fee-only registered investment advisory firm that offers a range of financial planning and investment services. Its approach centers on comprehensive Financial Life Planning, with possible focus areas including Income Management, Asset Protection Strategies, Investment Management, and Estate and Legacy Planning, tailored to individual circumstances. The firm serves clients nationally and operates from Minneapolis, providing investment advisory and related services through its registered advisor entity. Cordis emphasizes transparency by directing clients to its Form ADV Part 2A for disclosures of conflicts of interest. The size of the practice is small, reflecting a closely guided client experience. A recent development noted is the availability of its services and information through its website.

Find Cordis Financial employees' phone numbers or email addresses

Cordis Financial Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    7
  • Canada
    1

Cordis Financial's Leadership

  • Stylized image of a person
    L. D.
    President
    Mobile Phone

Cordis Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Cordis Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. D.
    President
    Mobile Phone
    CanadaAlberta
    Aug 02, 2026

Frequently Asked Questions

What is Cordis Financial known for?

Minus sign iconPlus sign iconCordis Financial was founded in 2018 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-612-268-****
. Explore Cordis Financial's company overview page for more information.

What is Cordis Financial's most common email format?

Minus sign iconPlus sign iconCordis Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cordis Financial email formats with LeadIQ.

How many employees does Cordis Financial have currently?

Minus sign iconPlus sign iconCordis Financial has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Cordis Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Cordis Financial's key employees include:

  • President: L. D.

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