Kp Financial Management, LLC Dba Caissa Wealth Strategies
● SEC registered since 2018CRD 150458SEC# 801-114229Bloomington, MN
Reg. AUM
$297M
Employees
10
Accounts
175
Location
Bloomington, MN
Kp Financial Management, LLC Dba Caissa Wealth Strategies assets under management
Kp Financial Management, LLC Dba Caissa Wealth Strategies operates as an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 2018. It reports $297 million in regulatory assets under management and employs 10 people.
Kp Financial Management, LLC Dba Caissa Wealth Strategies owners & executives
3 reported| 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 |
Frequently asked questions
How much does Kp Financial Management, LLC Dba Caissa Wealth Strategies manage?
Kp Financial Management, LLC Dba Caissa Wealth Strategies reports $297 million in regulatory assets under management on its Form ADV.
How many employees does Kp Financial Management, LLC Dba Caissa Wealth Strategies have?
Kp Financial Management, LLC Dba Caissa Wealth Strategies reports 10 employees.
Where is Kp Financial Management, LLC Dba Caissa Wealth Strategies located?
Kp Financial Management, LLC Dba Caissa Wealth Strategies is based in Bloomington, MN and has been SEC-registered since 2018.
Does Kp Financial Management, LLC Dba Caissa Wealth Strategies disclose fund performance?
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.
Contact & registration
| 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 |
Regulatory AUM
$297M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$297Mregulatory AUM
Discretionary $295.2MNon-discretionary $1.8M