RIA Intelligence

CW WEALTH STRATEGIES

CRD #284420 SEC #801-110999 BLOOMINGTON, MN (952) 777-2273
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
6
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 23, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PEDERSEN, KELLY, SUE OLSONIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERNA Control
PEDERSEN, KELLY, SUE OLSONIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERNA Control
PEDERSEN, KELLY, SUE OLSONIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERNA Control
PEDERSEN, KELLY, SUE OLSONIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERNA Control
CAISSA WEALTH STRATEGIESDEMEMBERD Control
CAISSA WEALTH STRATEGIESDEMEMBERD Control
CAISSA WEALTH STRATEGIESDEMEMBERD Control
CAISSA WEALTH STRATEGIESDEMEMBERD Control
WINDWARD WEALTH STRATEGIESDEMEMBERD Control
WINDWARD WEALTH STRATEGIESDEMEMBERD Control
WINDWARD WEALTH STRATEGIESDEMEMBERD Control
WINDWARD WEALTH STRATEGIESDEMEMBERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
PEDERSEN, KELLY, SUE OLSONICAISSA WEALTH STRATEGIESD Control
PEDERSEN, KELLY, SUE OLSONIWINDWARD WEALTH STRATEGIESD Control
PEDERSEN, KELLY, SUE OLSONICAISSA WEALTH STRATEGIESD Control
PEDERSEN, KELLY, SUE OLSONIWINDWARD WEALTH STRATEGIESD Control
PEDERSEN, KELLY, SUE OLSONICAISSA WEALTH STRATEGIESD Control
PEDERSEN, KELLY, SUE OLSONIWINDWARD WEALTH STRATEGIESD Control
PEDERSEN, KELLY, SUE OLSONICAISSA WEALTH STRATEGIESD Control
PEDERSEN, KELLY, SUE OLSONIWINDWARD WEALTH STRATEGIESD Control

Registrations

Federal

IA
Aug 23, 2017 REGISTERED

Notice Filings (5)

FL IA MN TN WI

Address

7825 WASHINGTON AVE S
SUITE 625
BLOOMINGTON, MN 55439
United States
Phone: (952) 777-2273