Kelly Sue Olson Pedersen

Employer firm

Caissa Wealth Strategies CRD 150458

$297M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Caissa Wealth Strategies

7825 Washington Ave S. Suite 725, Bloomington, MN 55439 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2013-12-11

MN RA
APPROVED

Since 2013-12-11

Branch Locations

7825 Washington Ave S. Suite 725, Bloomington, MN 55439 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Caissa Wealth Strategies (Formerly Channel Wealth)	Bloomington	MN	06/2009	Present

06/2009 → Present

Caissa Wealth Strategies (Formerly Channel Wealth)

Bloomington, MN

Previous Registrations

2009-02-10 → 2009-07-14

Morgan Stanley & Co. Llc

New York, NY

Minneapolis, MN

Other Businesses

CRESCENT COVE INVESTMENT COMMITTEE; INVESTMENT RELATED; MINNEAPOLIS, MN; NON PROFIT ORGANIZATION; BOARD MEMBER; JULY 2024; LESS THAN 1 HOUR PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; ADVISE ON INVESTMENTS FOR THE NON PROFIT.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-02-05

S66 Uniform Combined State Law Examination

2001-02-05

Designations

Certified Financial Planner

Other Names

Kelly Sue Olson
Kelly S. Olson

View on SEC IAPD