Cordis Financial, LLC

CRD 294766 · Minneapolis, MN · $360.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 294766
SEC number: 801-113230
Firm type: RIA
Assets under management: $360.7M as of Feb 19, 2026
Website: www.facebook.com/CordisFinancial ↗
Phone: (612) 268-2620
Address: 3001 Broadway Street Ne, Minneapolis, MN, 55413

Advisors at this firm

5 in our index · page 1 of 1

Kristin Ann BakerCRD 7688710 · Minneapolis, MN

IA Registered
Jeanna R FiferCRD 4849899 · Minneapolis, MN

IA Registered
Ingrid Elizabeth StraussCRD 5245441 · Minneapolis, MN

IA RegisteredRegistration inactive
Thomas Lee SullivanCRD 439818 · Minneapolis, MN

IA Registered
Kelly Joy Sullivan NoahCRD 5904409 · Minneapolis, MN

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 294766 ↗ FINRA BrokerCheck record for firm CRD 294766 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.