Merissa Perkins (CRD# 5634034) is an Investment Advisor Representative working at Caissa Wealth Strategies in Bloomington, MN and has over 14 years of experience in the finance industry. Merissa Perkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caissa Wealth Strategies | Bloomington, MN | Mar 2016 - Current | 8 |
| Caissa Wealth Strategies | Bloomington, MN | Mar 2016 - Current | 8 |
| Investment Centers Of America | New Prague, MN | Nov 2014 - Feb 2016 | 1 |
| Roundbank | New Prague, MN | Feb 2013 - Feb 2016 | 3 |
| Fintegra LLC | New Prague, MN | May 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- MN
-
Total Assets Under Management251MILLIONS
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Total Number of Accounts536ACCOUNTS
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Average Account Value$468,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, MN, NC
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