Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Caissa Wealth Strategies financial advisors in Bloomington, MN

Every SEC-registered investment adviser representative at a Caissa Wealth Strategies office in Bloomington, A to Z.

The short answer

5 registered advisors work at Caissa Wealth Strategies in Bloomington, out of 5 at the firm nationwide; it ranks number 27 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Caissa Wealth Strategies advisors in Bloomington, A to Z

Every Caissa Wealth Strategies advisor →

Caissa Wealth Strategies advisors in every city and state →Caissa Wealth Strategies: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bloomington

All Bloomington advisors →

Wells Fargo Clearing Services, LLC 61Morgan Stanley 43LPL Financial LLC 41UBS Financial Services Inc. 33Jnba Financial Advisors, LLC 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Creative Planning 16Northwestern Mutual Investment Services, LLC 15Ameriprise Financial Services, LLC 13Edward Jones 13Mariner 13Boyum Wealth Architects LLC 11

Questions

How many financial advisors does Caissa Wealth Strategies have in Bloomington?

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

Is Caissa Wealth Strategies one of the largest advisor employers in Bloomington?

Caissa Wealth Strategies ranks number 27 in Bloomington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 61.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.