John David Cordes
Investment adviser representative at Tfo Wealth Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Tfo Wealth PartnersFeb 2020 to now
- Tfo-tdc, LLCJun 2019 to now
- Wintrust Financial CorporationMay 2018 to Aug 2018
- Hillsdale CollegeMay 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Tfo Wealth Partners
Legal name: Tfo Wealth Partners, LLC
$5.7BAssets managed
1,986Clients
34Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7218670
- Firm CRD
- 124407