Caissa Wealth Strategies

Caissa Wealth Strategies (CRD# 150458) is a financial advisory firm headquartered in Bloomington, MN. They manage $78,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $390,000
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

MN

Financial Advisors at Caissa Wealth Strategies
Showing 1 - 2 of 2 top financial advisors.
1
Julie A. Betchwars
CRD#: 2501332
7825 Washington Ave S., Suite 625, Bloomington, MN 55439
96
Wealthminder
score

Julie Betchwars (CRD# 2501332) is an Investment Advisor Representative working at Caissa Wealth Strategies in Bloomington, MN and has over 22 years of experience in the finance industry. Julie Betchwars 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.

2
Kelly S. Pedersen
CRD#: 4301810
7825 Washington Ave S., Suite 625, Bloomington, MN 55439
96
Wealthminder
score

Kelly Pedersen (CRD# 4301810) is an Investment Advisor Representative working at Caissa Wealth Strategies in Bloomington, MN and has over 15 years of experience in the finance industry. Kelly Pedersen 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.

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