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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2024-12-18 |
| KS | RA | APPROVED | 2024-06-14 |
Branch Locations
2231 Sw Wanamaker Rd, Ste 100, Topeka, KS 66614-4275 • United States
7570 W 21St St N Ste 1050A, Wichita, KS 67205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2009 | 11/2017 |
| Financial Benefits, Inc. | Wichita | KS | 09/2010 | 11/2017 |
| Securities America, Inc. | Wichita | KS | 11/2017 | 06/2024 |
| Securities America Advisors | Wichita | KS | 11/2017 | 06/2024 |
| Osaic Wealth, Inc. | Wichita | KS | 06/2024 | Present |
1. DBA: Cordell Wealth Management 2. UNITED WAY OF THE PLAINS POS: Board Member NATURE: Board member at United Way of the Plains INV. RELATED: No HOURS: 1 SEC TRADING HOURS: 0 START: 01/01/2022 ADDY: 245 N Water St, Wichita KS 67202 DESC.: Serve on the board. Provide feedback and guidance to the United Way executive team on matters related to the non-profit. 3. FINANCE CHAIR POSITION: Finance Committee Chair NATURE: Finance Committee Chair, United Way of the Plains INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 245 N Water St, Wichita KS 67202, United States DESCRIPTION: My responsibility is chair of the committee that provides oversight to developing the budget for the non-profit and money managers. The United Way of the Plains has an investment account managed by outside money managers. My responsibility would include hearing reports from the money managers and sharing that with the Board of Directors. I do not have the authority to direct the way they manage money. I would also be one of five persons authorized to sign checks. Checks require two signatures. The CFO has the authority to direct payments. I do not have this authority. I'm simply a signer. The Finance Chair is a one year position. 4. FINANCIAL ADVISOR WITH CORDELL & ASSOCIATES POS: President/Financial Advisor NATURE: Cordell & Associates is an S Corp owned by Ryan Gigous and me through each of our wholly owned LLCs. My share is owned by my LLC, Anura Capital LLC, and Ryan's share is owned by Satori Wealth. I am employed by Cordell & Associates as a Financial Advisor. I conduct business under our DBA Cordell Wealth Management. INV. RELATED: Yes HOURS: 160 SEC TRADING HOURS: 120 START: 01/01/2025 ADDY: 7570 W 21st St N, Ste 1050A, Wichita KS 67205, United States DESC: I work with clients providing financial services. 5. ANURA CAPITAL LLC POS: President NATURE: Anura Capital is an LLC that was created to facilitate the purchase of Rene Cordell's practice. Anura Capital purchased approximately 75% of his practice and is the co-owner of Cordell & Associates. The entity is responsible for paying Rene per the Asset Purchase agreement, and is how the tax-related issues about the purchase are handled. Funds earned by the production group pass through Anura Capital to Cordell & Associates to pay payroll and other business-related expenses. INV. RELATED: No HOURS: 0 SEC TRADING HOURS: 0 START: 12/10/2024 ADDY: 4601 E Douglas, Ste 150, Wichita KS 67218, United States DESC.: Calculate the amount owed to Rene Cordell per our Asset Purchase agreement and to facilitate payment of those funds monthly. Calculate production group revenue to pass through to Cordell & Associates monthly. 6. CORDELL WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/31/9999 ADDRESS: 7570 W 21st St. N, Suite 1050A, Wichita KS 67205, United States DESCRIPTION: Market insurance products to current and prospective clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-23 |
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