Caissa Wealth Strategies

Aimee Bauman is a CFP® and ChFC® with six years of experience in financial advising. She has been with Caissa Wealth Strategies since 2019 and previously worked at Wells Fargo Bank for 20 years. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships. The firm employs a team approach and combines fundamental, technical, and cyclical analysis to develop and monitor portfolios, offering discretionary and non-discretionary management alongside financial planning and access to private investments.

Merissa Perkins is a financial advisor at Caissa Wealth Strategies in Bloomington, MN, holding the CFP® and ChFC® designations with 10 years of industry experience. She has been with Caissa Wealth Strategies since 2016 as part of a six-advisor team. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning on fixed-fee or hourly bases, and access to private and alternative investments for accredited or qualified investors.

Andrew Campbell is a CFP® professional with four years of industry experience. He has worked at Caissa Wealth Strategies since 2021 and previously spent 15 years at Wells Fargo and Company. Outside of financial advising, he is involved in academic tutoring and education counseling, focusing on standardized test preparation and advanced math for high school students. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning along with access to private and alternative investments.

Bradley Heideman is a CFA® charterholder with 16 years of industry experience. He is currently part of the six-advisor team at Caissa Wealth Strategies in Bloomington, MN. His prior roles include positions at Bremer Bank, CFA Institute, CX Institutional, Personal Wealth Partners LLC, and LPL Financial. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios, provides both discretionary and non-discretionary management, and offers financial planning and access to private investments for qualified clients.

Kelly Pedersen is a CFP® with 12 years of industry experience and has been with Caissa Wealth Strategies since 2009. She is a member of the Crescent Cove Investment Committee, a nonprofit organization where she advises on investments. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, offering portfolio management, financial planning, and access to private investments through a six-advisor team. The firm uses fundamental, technical, and cyclical analysis to manage portfolios and conducts educational seminars and workshops for clients and prospects.