Cordis Financial Employee Directory

Financial ServicesUnited States2-10 Employees

At Cordis Financial, we embrace the principles of comprehensive Financial Life Planning. However, we recognize this type of engagement is not appropriate or necessary in all circumstances. We may focus on one or more of the following components:  Income Management, Asset Protection Strategies, Investment Management, Estate and Legacy Planning.
Cordis Financial is an independent, fee-only Registered Investment Advisory firm. 
Please see our Form ADV Part 2A, located on www.cordisfinancial.com, for a full disclosure of any conflicts of interest.

Cordis Financial, LLC ("Cordis") is a Registered Investment Advisor ("RIA"), located in the State of Minnesota. Cordis provides investment advisory and related services for clients nationally.

Find Cordis Financial employees' phone numbers or email addresses

Cordis Financial Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Cordis Financial's Leadership

  • Stylized image of a person
    I. S.
    Partner / Financial Planner
    Phone icon
  • Stylized image of a person
    J. S. F.
    Financial Planner And Partner
    Phone icon
  • Stylized image of a person
    P. L.
    Co-Owner
    Phone icon
  • Stylized image of a person
    R. S.
    Operations Manager
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  • Stylized image of a person
    K. B.
    Associate Financial Planner
    Phone icon
  • Stylized image of a person
    K. B.
    Phone icon

Contact profiles from Cordis Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    I. S.
    Partner / Financial Planner
    Phone icon
    United StatesMinnesota
    Aug 04, 2025
  • Stylized image of a person
    J. S. F.
    Financial Planner And Partner
    Phone icon
    United StatesMinnesota
    Oct 23, 2024
  • Stylized image of a person
    P. L.
    Co-Owner
    Phone icon
    United StatesMinnesota
    Apr 26, 2025
  • Stylized image of a person
    R. S.
    Operations Manager
    Phone icon
    United StatesMinnesota
    Oct 26, 2025
  • Stylized image of a person
    K. B.
    Associate Financial Planner
    Phone icon
    United StatesMinnesota
    Nov 13, 2025
  • Stylized image of a person
    K. B.
    Phone icon
    United StatesMinnesota
    Oct 17, 2024

Frequently Asked Questions

What is Cordis Financial known for?

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Cordis Financial was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 3001 NE Broadway St, Minneapolis, Minnesota 55413, US; you can contact the main corporate office by phone at . Explore Cordis Financial's company overview page for more information.

What is Cordis Financial's most common email format?

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Cordis 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?

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Cordis Financial has approximately 6 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Cordis Financial's key employees and leadership?

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As of October 2025, Cordis Financial's key employees include:

  • Partner / Financial Planner: I. S.
  • Financial Planner And Partner: J. S. F.
  • Co-Owner: P. L.
  • Operations Manager: R. S.
  • Associate Financial Planner: K. B.

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