A complete list of active advisors currently associated with Cordatus Wealth Management LLC

Warmer can help you find a great advisor at Cordatus Wealth Management LLC or one who fits your needs even better.

Cordatus Wealth Management LLC, founded in 2016, advises individuals, affiliated trusts, charitable organizations and businesses on wealth planning, asset management and corporate retirement-plan consulting. The firm provides executive services for managing stock options and restricted stock and offers financial planning alongside ongoing portfolio management for client accounts. Cordatus generally manages accounts on a discretionary basis and encourages clients to complete a financial plan to guide portfolio construction; when a plan is not in place it determines objectives from risk tolerance, liquidity needs and tax considerations. Investment implementation includes proprietary programs (e.g., index, dividend, momentum, hedged and concentrated equity strategies), use of independent managers, and the option to participate in wrap-fee programs sponsored by Wells Fargo and Prospera. The firm’s business model has several features that differ from many peers: some Cordatus personnel are also registered representatives of Prospera Financial Services and hold insurance licenses, and, in their broker‑dealer capacity, may implement recommendations that generate commissions and 12b‑1 fees. Cordatus requires the use of certain custodial or sponsor platforms for its programs (Prospera/First Clearing and Wells Fargo wrap programs), has a disclosed historical regulatory matter involving a principal, and reports a business relationship with Prospera that includes a loan guaranteed by a principal, all of which are disclosed conflicts that clients should consider.

To learn more about the advisors currently working at Cordatus Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.