Home
Financial Advisor
Minnesota
Bloomington
CAISSA WEALTH STRATEGIES

CAISSA WEALTH STRATEGIES

Tel: 612-426-6007 7825 Washington Ave S. Suite 725 Bloomington, Minnesota 55439

About CAISSA WEALTH STRATEGIES

CAISSA WEALTH STRATEGIES is a Bloomington, Minnesota based financial advisory firm with nearly $286,298,075 in assets under management and provides investment advisory services for 593 clients. There are currently 10 financial advisors at the firm.

General Information
Firm CRD#:

150458

Firm SEC#:

801-114229

Assets Under Management:

$286,298,075

No. of Clients:

593

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Minnesota?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Minnesota, Bloomington

FirmCRD#:132824
SEC#:801-69108
No. of Advisors:11
No. of Clients:52
AUM:$10,917,245,449
FirmCRD#:120006
SEC#:801-61019
No. of Advisors:5
No. of Clients:72
AUM:$3,459,134,754
FirmCRD#:146616
SEC#:801-68902
No. of Advisors:55
No. of Clients:3283
AUM:$1,837,536,390
FirmCRD#:106550
SEC#:801-21522
No. of Advisors:34
No. of Clients:3901
AUM:$1,683,609,117
FirmCRD#:165448
SEC#:801-80058
No. of Advisors:19
No. of Clients:24
AUM:$1,029,601,713
FirmCRD#:332023
SEC#:801-130682
No. of Advisors:7
No. of Clients:669
AUM:$839,030,565
FirmCRD#:283582
SEC#:801-107695
No. of Advisors:4
No. of Clients:6
AUM:$694,246,947
FirmCRD#:115752
SEC#:801-80128
No. of Advisors:21
No. of Clients:1063
AUM:$620,408,766
FirmCRD#:110483
SEC#:801-53285
No. of Advisors:8
No. of Clients:814
AUM:$433,347,404
FirmCRD#:140551
SEC#:801-69464
No. of Advisors:10
No. of Clients:1424
AUM:$402,826,658
FirmCRD#:108417
SEC#:801-57154
No. of Advisors:6
No. of Clients:343
AUM:$324,842,021
FirmCRD#:106617
SEC#:801-39985
No. of Advisors:7
No. of Clients:1804
AUM:$315,997,428
FirmCRD#:115384
SEC#:801-62026
No. of Advisors:6
No. of Clients:903
AUM:$285,636,318
FirmCRD#:324059
SEC#:801-126983
No. of Advisors:6
No. of Clients:1356
AUM:$274,482,313

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.