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Partner/member and Chief Compliance Officer · Cordis Financial, LLC

Ingrid E. Strauss

CRD 5245441 · Named on Form ADV at one SEC-registered adviser

At a glance

Cordis Financial, LLC, an SEC-registered wealth manager based in Minneapolis, MN with $361 million in regulatory assets, lists Ingrid E. Strauss on its Form ADV as Partner/member and Chief Compliance Officer, a control person.

Firms and roles

  • Cordis Financial, LLCPartner/member and Chief Compliance OfficerWealth manager · Minneapolis, MN · $361M in regulatory assets

AtlasMembers

Ingrid’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ingrid’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.