Thomas Sullivan
Cordis Financial · Minneapolis, Minnesota
Thomas Sullivan is a fee-only financial advisor at Cordis Financial in Minneapolis, Minnesota. Cordis Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cordis Financial |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $360.7M across 856 accounts |
| SEC registration | Investment adviser representative in MN · CRD 439818 |
| Exams passed | Series 63 (1980) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cordisfinancial.com |
How Thomas's firm compares
- Cordis Financial's average account is about $421,000, from its Form ADV (assets managed divided by 856 accounts).
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Questions about Thomas
Is Thomas Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Cordis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Cordis Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Sullivan based?
Thomas Sullivan is based in Minneapolis, Minnesota.
Is Thomas Sullivan registered with the SEC?
Yes. Thomas Sullivan is registered as an investment adviser representative in MN (CRD 439818), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cordis Financial manage?
Cordis Financial reports $360.7M across 856 accounts in assets under management.
How do I contact Thomas Sullivan?
Through Thomas's website, www.cordisfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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