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Kelly Sue Olson Pedersen

Managing Member/Chief Compliance OfficerKp Financial Management, LLC Dba Caissa Wealth StrategiesCRD 4301810

About Kelly Sue Olson Pedersen

Kelly Sue Olson Pedersen is listed as Managing Member/Chief Compliance Officer at Kp Financial Management, LLC Dba Caissa Wealth Strategies in Bloomington, MN. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Kp Financial Management, LLC Dba Caissa Wealth Strategies
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelly Sue Olson Pedersen work?

Kelly Sue Olson Pedersen is listed as Managing Member/Chief Compliance Officer 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 Kelly Sue Olson Pedersen own?

Form ADV reports a beneficial ownership band of Over 75%.

Kp Financial Management, LLC Dba Caissa Wealth Strategies

TitleManaging Member/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2010
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