Cordis Financial
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 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.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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Distinct roles
6
indexed titles
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Monthly traffic
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- IS
Ingrid Strauss
Partner Financial Planner · Finance & Accounting
EmailPhone - KB
Kristin Baker
Associate Financial Planner · Finance & Accounting
EmailPhone - JF
Jeanna Fifer
Financial Planner Partner · Finance & Accounting
EmailPhone - RS
Rob Spah
Operations Manager · Operations
EmailPhone - KJ
Kelly J Sullivan Noah
Financial Planner · Finance & Accounting
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Cordis Financial
6 distinct titles indexed · top 6 shown.
- 1associate financial planner
- 1financial planner
- 1financial planner partner
- 1marketing assistant
- 1operations manager
- 1partner financial planner
Sign up to unlock all 6 contacts at Cordis Financial
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