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Financial ADVSR advisor directory · SEC adviser records

Caissa Wealth Strategies financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Caissa Wealth Strategies office in Minnesota, by city and A to Z.

The short answer

5 registered advisors work at Caissa Wealth Strategies in Minnesota, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Bloomington (5). 4 list the CFP designation and 0 are also registered broker representatives.

Caissa Wealth Strategies advisors by city in Minnesota

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Bloomington 5

Caissa Wealth Strategies advisors in Minnesota, A to Z

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Questions

How many Caissa Wealth Strategies financial advisors are in Minnesota?

5 investment adviser representatives are registered at Caissa Wealth Strategies offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Minnesota does Caissa Wealth Strategies have the most advisors?

Bloomington, with 5. Caissa Wealth Strategies has advisors in 1 city in Minnesota.

How do I check a Caissa Wealth Strategies advisor in Minnesota?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Caissa Wealth Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.