Andrew Joseph Campbell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → 07/2021
  Wells Fargo And Company
  Minneapolis, MN
• 07/2021 → Present
  Caissa Wealth Strategies
  7825 Washington Ave, Suite 725, MN

Other Businesses

Self-employed - Tutoring and Education Counseling, Not investment related, 5515 Cumberland Road, Minneapolis, MN. 55410, Academic Tutoring / Test Prep, Learning Coach, 0-20 hours per month, 0 hours during trading hours. Duties include working with high school students to prepare for standardized testing (ACT and SAT) as well as advance math.

Designations

• Certified Financial Planner