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
| Title | Managing Member/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2010 |