| Name | Title | Ownership | Since |
|---|---|---|---|
| Aimee Nicole Bauman | Director Of Wealth Planning | Under 5% | 2019 |
| Halina Nicholayevna Alexejun | Director Of Operations | Under 5% | 2024 |
| Kelly Sue Olson Pedersen Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Kp Financial Management, LLC Dba Caissa Wealth Strategies reports $286.3 million in regulatory assets under management on its Form ADV.
Kp Financial Management, LLC Dba Caissa Wealth Strategies reports 10 employees.
Kp Financial Management, LLC Dba Caissa Wealth Strategies is based in Bloomington, MN and has been SEC-registered since 2018.
Kp Financial Management, LLC Dba Caissa Wealth Strategies is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7825 Washington Ave S., Suite 725, Bloomington, MN 55439 |
| Phone | 612-426-6007 |
| Fax | 612-355-8811 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $284.3M |
| Non-discretionary | $2M |
| Total (RAUM) | $286.3M |