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Olivia Alyse Stacey

Kowalski Financial Inc.

Minneapolis, MN

CRD 7226736

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Employer firm

Kowalski Financial Inc. CRD 300424

$202M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX

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

Current Employers
Kowalski Financial Inc.

600 Highway 169 South Suite 655, Minneapolis, MN 55426 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-05-01
  • MN RA
    APPROVED
    Since 2025-05-01

Branch Locations

600 Highway 169 South Suite 655, Minneapolis, MN 55426 • 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
OrganizationCityStateFromTo
Exchange Capital Management Inc Ann Arbor MI 07/2015 04/2024
Caissa Wealth Strategies Bloomington MN 05/2024 11/2024
Kowalski Financial Inc. Minneapolis MN 02/2025 Present
Previous Registrations
  • 2024-05-23 → 2025-05-23
    Caissa Wealth Strategies
    Bloomington, MN
  • 2020-02-13 → 2024-04-29
    Exchange Capital Management Inc
    Minneapolis, MN
    Ann Arbor, MI
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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