Ingrid Elizabeth Strauss
Investment adviser representative at Cordis Financial, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$360.7MFirm 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 assetsFixed or flat fee
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.
- Cordis Financial, LLCJun 2018 to now
- Cri Securities, LLCSep 2014 to Jul 2018
- Securian Financial Services, IncSep 2014 to Jul 2018
- Minnesota Life Insurance CompanySep 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cordis Financial, LLC
$360.7MAssets managed
273Clients
5Advisers
8 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
- 5245441
- Firm CRD
- 294766