Be advised. This firm is no longer registered.

Cocoon Investment Management

Cocoon Investment Management (CRD# 37891) is a financial advisory firm headquartered in Bloomington, MN. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Cocoon Investment Management
Showing 1 - 1 of 1 top financial advisors.
Robert K. McKelvey
CRD#: 328695
3295 River Exchange Drive, Suite 400, Norcross, GA 30092

Robert McKelvey (CRD# 328695) is an Investment Advisor Representative working at Cocoon Investment Management in Norcross, GA and has over 38 years of experience in the finance industry.

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