# CAISSA WEALTH STRATEGIES

CAISSA WEALTH STRATEGIES of BLOOMINGTON, MN is an SEC-registered investment adviser.

## Registration

- CRD: 150458
- Type: SEC-registered investment adviser
- SEC file number: 801-114229
- Location: 7825 WASHINGTON AVE S., BLOOMINGTON, MN, 55439
- Phone: 612-426-6007
- Latest filing: 2026-08-04
- Regulatory AUM: $297.0M
- Discretionary AUM: $295.2M
- Non-discretionary AUM: $1.8M
- Clients: 10
- Accounts: 175

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Kelly Sue Olson Pedersen | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Halina Nicholayevna Alexejun | DIRECTOR OF OPERATIONS | — |
| Timothy James Sigstad | DIRECTOR OF INVESTMENTS | — |
| Aimee Nicole Bauman | DIRECTOR OF WEALTH PLANNING | — |
| PEDERSEN KELLY SUE OLSON | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150458/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150458/similar
- Related entities: https://search.stillhousedata.com/firm/150458/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150458

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.