Caissa Wealth Strategies

Caissa Wealth Strategies (CRD# 150458) is a financial advisory firm headquartered in Bloomington, MN. They manage $250,961,153 in 536 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7825 Washington Ave S., Suite 725, Bloomington, MN 55439
https://www.linkedin.com/company/3553600/
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $468,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MN, NC

Financial Advisors at Caissa Wealth Strategies
Showing 1 - 4 of 4 top financial advisors.
1
Kelly Pedersen, financial advisor Bloomington MN
Kelly S. Pedersen
CRD#: 4301810
7825 Washington Ave S., Suite 725, Bloomington, MN 55439

Kelly Pedersen (CRD# 4301810) is an Investment Advisor Representative working at Caissa Wealth Strategies in Bloomington, MN and has over 23 years of experience in the finance industry.

2
Merissa Perkins, financial advisor Bloomington MN
Merissa J. Perkins
CRD#: 5634034
7825 Washington Ave S., Suite 725, Bloomington, MN 55439

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.

3
Aimee Bauman, financial advisor Bloomington MN
Aimee N. Bauman
CRD#: 7162783
7825 Washington Ave S., Suite 725, Bloomington, MN 55439

Aimee Bauman (CRD# 7162783) is an Investment Advisor Representative working at Caissa Wealth Strategies in Bloomington, MN and has 1 year of experience in the finance industry.

4
Andrew Campbell, financial advisor Bloomington MN
Andrew J. Campbell
CRD#: 7419336
7825 Washington Ave S., Suite 725, Bloomington, MN 55439

Andrew Campbell (CRD# 7419336) is an Investment Advisor Representative working at Caissa Wealth Strategies in Bloomington, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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