KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES
Legal name: CAISSA WEALTH STRATEGIES
CRD #150458 SEC #801-114229 BLOOMINGTON, MN 612-426-6007
SEC Registered
Total AUM
$286.3M
Discretionary
$284.3M
Employees
10
Clients
10
Accounts
593
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALEXEJUN, HALINA, NICHOLAYEVNA | I | DIRECTOR OF OPERATIONS | NA | |
| Bauman, Aimee, Nicole | I | DIRECTOR OF WEALTH PLANNING | NA | |
| SIGSTAD, TIMOTHY, JAMES | I | DIRECTOR OF INVESTMENTS | NA | |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PEDERSEN, KELLY, SUE OLSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 21, 2025 REGISTERED
Notice Filings (3)
CA MN NC
Address
7825 WASHINGTON AVE S.SUITE 725
BLOOMINGTON, MN 55439
United States
Phone: 612-426-6007