KP Financial Management LLC DBA Caissa Wealth Strategies
Legal Name: KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES
Full Contact Details
KP Financial Management LLC DBA Caissa Wealth Strategies
7825 WASHINGTON AVE S., SUITE 625, BLOOMINGTON, MN
(952) 777-2270
(952) 777-2268
Other Info
KP Financial Management LLC DBA Caissa Wealth Strategies, a Minnesota Limited Liability Company, employs a team of four professionals, three of whom hold advisory roles, and serves a client base of five. The firm has been approved by the U.S. Securities and Exchange Commission and was last registered on November 2, 2018.
CAISSA Wealth Management, Your Trusted Financial Advisors
CAISSA is a fee-only financial advisor (RIA Firm) offering wealth management solutions and financial clarity & confidence in the Minneapolis and Metro area.
Direct Owners
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KELLY SUE OLSON PEDERSEN
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more