Kelly Sullivan Noah
Cordis Financial · Minneapolis, Minnesota
Kelly Sullivan Noah is a fee-only financial advisor at Cordis Financial in Minneapolis, Minnesota, who holds the CFP credential. Cordis Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cordis Financial |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $360.7M across 856 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 5904409 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cordisfinancial.com |
How Kelly's firm compares
- Cordis Financial's average account is about $421,000, from its Form ADV (assets managed divided by 856 accounts).
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Questions about Kelly
Is Kelly Sullivan Noah a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Cordis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly's firm, Cordis Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kelly Sullivan Noah based?
Kelly Sullivan Noah is based in Minneapolis, Minnesota.
What credentials does Kelly Sullivan Noah hold?
Kelly Sullivan Noah holds the CFP credential.
Is Kelly Sullivan Noah registered with the SEC?
Yes. Kelly Sullivan Noah is registered as an investment adviser representative in MN (CRD 5904409), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cordis Financial manage?
Cordis Financial reports $360.7M across 856 accounts in assets under management.
How do I contact Kelly Sullivan Noah?
Through Kelly's website, www.cordisfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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