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Director of Wealth Planning · Caissa Wealth Strategies

Aimee N. Bauman

CRD 7162783 · Named on Form ADV at one SEC-registered adviser

At a glance

Caissa Wealth Strategies, an SEC-registered wealth manager based in Bloomington, MN with $297 million in regulatory assets, lists Aimee N. Bauman on its Form ADV as Director of Wealth Planning.

Firms and roles

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Aimee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aimee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.