Cornbelt Financial, LLC
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About
Cornbelt Financial serves individual clients and small service‑based business owners—professionals and aspiring entrepreneurs—often in the early stages of the family or business life cycle. The firm offers discretionary portfolio management and ongoing financial planning alongside tax preparation and tax‑planning services, plus business services such as bookkeeping, payroll, and business valuations.
The firm’s investment approach combines top‑down and bottom‑up analysis with fundamental, technical and quantitative methods, favoring long‑term trading and thematic strategies (structural, cyclical and event‑driven) across equities, ETFs, fixed income and inflation‑linked securities. Cornbelt emphasizes tax efficiency in account design and conducts regular risk analysis and periodic account reviews to align portfolios with client goals.
Cornbelt is notable for integrating advisory services with tax and business offerings and for having licensed representatives who place insurance products, a mix the brochure identifies as creating potential conflicts of interest that the firm discloses and manages. The firm also provides complimentary educational seminars, typically works with a very small, non‑high‑net‑worth client base, operates with full discretionary authority (not permitting client‑imposed trading restrictions), and requires clients to use a single custodian for execution and custody.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees charged in advance up to $500; refunded based on hours worked if terminated early ($225 per hour deducted).
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001+: 0.75%
Insurance products sold by representatives are commission-based.
Main office
See office44 Cook Street Suite 100
Denver CO 80206
Advisors at this office
1
Offices (2)
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Sean M
Series 63, Series 65
Brooklyn, NY
Cornbelt Financial, LLC
Sean Mc Cormack is a financial advisor at Cornbelt Financial, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornbelt Financial since 2021. Outside of his advisory role, he is involved with SHFuse, Inc., a company specializing in data analytics. Cornbelt Financial serves individual clients and small service-based business owners, offering discretionary portfolio management, financial planning, tax preparation, and business services. The firm combines top-down and bottom-up analysis with various investment methods and emphasizes tax efficiency, regular risk analysis, and portfolio alignment with client goals.
Adam C
Series 65
Denver, CO
Cornbelt Financial, LLC
Adam Carr is a financial advisor at Cornbelt Financial, LLC in Denver, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at JFThompson (Leyenda Capital Partners LLC), Great West Financial, and ALPS a DST Company. Cornbelt Financial serves individual clients and small service-based business owners, providing discretionary portfolio management, financial planning, tax preparation, and business services such as bookkeeping and payroll. The firm employs a combined top-down and bottom-up investment approach using fundamental, technical, and quantitative methods, with an emphasis on tax efficiency and regular risk analysis.
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