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Ingrid Elizabeth Strauss

Cordis Financial, LLC

Minneapolis, MN

CRD 5245441

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Employer firm

Cordis Financial, LLC CRD 294766

$361M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Cordis Financial, Llc

3001 Broadway Street Ne Suite 100, Minneapolis, MN 55413 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2018-06-15
  • MN RA
    APPROVED
    Since 2018-06-15

Branch Locations

3001 Broadway Street Ne Suite 100, Minneapolis, MN 55413 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Company St Paul MN 09/2014 06/2018
Cri Securities, Llc St Paul MN 09/2014 07/2018
Securian Financial Services, Inc St Paul MN 09/2014 07/2018
Cordis Financial, Llc Minneapolis MN 06/2018 Present
  • 09/2014 → 06/2018
    Minnesota Life Insurance Company
    St Paul, MN
  • 09/2014 → 07/2018
    Cri Securities, Llc
    St Paul, MN
  • 09/2014 → 07/2018
    Securian Financial Services, Inc
    St Paul, MN
  • 06/2018 → Present
    Minneapolis, MN
Previous Registrations
  • 2014-01-16 → 2018-07-06
    Securian Financial Services, Inc.
    Minneapolis, MN
  • 2014-01-16 → 2018-07-06
    Cri Securities, Llc
    Minneapolis, MN
  • 2010-03-03 → 2010-12-23
    Saint Paul, MN
Other Businesses

O'HARA FARMS LLC, ST PAUL, MN; NOT INVEST RELATED; FAMILY FARM; 08/2017-PRES; 1 HR/MO WITH 0 HRS/MO DURING TRADING HRS. *O'HARA INVESTMENTS, LLC, ST PAUL, MN; NOT INVEST RELATED; RENTAL PROPERTY OWNER; 08/2017-PRES; 1 HR/MO WITH 0 HRS/MO DURING TRADING HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-05
S63 Uniform Securities Agent State Law Examination 2006-11-30
  • S65 Uniform Investment Adviser Law Examination
    2008-09-05
  • S63 Uniform Securities Agent State Law Examination
    2006-11-30
Designations
  • Certified Financial Planner
Other Names
  • Ingrid Elizabeth Bell

View on SEC IAPD

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