Kelly Joy Sullivan noah
Investment adviser representative at Cordis Financial, LLC
21 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
21 years in the industry.
- Cordis Financial, LLCJan 2025 to now
- Thomas L. SullivanApr 2005 to Dec 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 5904409
- Firm CRD
- 294766