CAISSA WEALTH STRATEGIES of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 150458). Regulatory assets under management: $297.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |