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Kristin Ann Baker

Cordis Financial, LLC

Minneapolis, MN

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Current Employers
Cordis Financial, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-01-31
  • MN RA
    APPROVED
    Since 2023-01-31

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
Cordis Financial, Llc Minneapolis MN 01/2023 Present
Pine Grove Financial Group Minnetonka MN 10/2021 09/2022
Unemployed Wayzata MN 09/2022 01/2023
Unemployed Wayzata MN 08/2019 10/2021
White Oaks Wealth Advisors Minneapolis MN 07/2018 08/2019
Wells Fargo Bank Minneapolis MN 09/2005 07/2018
  • 01/2023 → Present
    Cordis Financial, Llc
    Minneapolis, MN
  • 10/2021 → 09/2022
    Pine Grove Financial Group
    Minnetonka, MN
  • 09/2022 → 01/2023
    Unemployed
    Wayzata, MN
  • 08/2019 → 10/2021
    Unemployed
    Wayzata, MN
  • 07/2018 → 08/2019
    White Oaks Wealth Advisors
    Minneapolis, MN
  • 09/2005 → 07/2018
    Wells Fargo Bank
    Minneapolis, MN
Designations
Other Names
  • Kristin Ann Palm

View on SEC IAPD

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