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Aimee Nicole Bauman

Director Of Wealth PlanningKp Financial Management, LLC Dba Caissa Wealth StrategiesCRD 7162783

About Aimee Nicole Bauman

Aimee Nicole Bauman is listed as Director Of Wealth Planning at Kp Financial Management, LLC Dba Caissa Wealth Strategies in Bloomington, MN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Kp Financial Management, LLC Dba Caissa Wealth Strategies
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Aimee Nicole Bauman work?

Aimee Nicole Bauman is listed as Director Of Wealth Planning at Kp Financial Management, LLC Dba Caissa Wealth Strategies on SEC Form ADV.

How much of Kp Financial Management, LLC Dba Caissa Wealth Strategies does Aimee Nicole Bauman own?

Form ADV reports a beneficial ownership band of Under 5%.

Kp Financial Management, LLC Dba Caissa Wealth Strategies

TitleDirector Of Wealth Planning
OwnershipUnder 5%
Control personNo
Since2019