Merissa Joleen Perkins

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

• 03/2016 → Present
  Caissa Wealth Strategies
  Bloomington, MN
• 03/2016 → Present
  Caissa Wealth Strategies
  Bloomington, MN

Previous Registrations

• 2014-11-21 → 2016-02-16
  Investment Centers Of America, Inc.
  New Prague, MN
• 2014-08-01 → 2014-11-21
  Fintegra, Llc
  New Prague, MN

Exams

• S66 Uniform Combined State Law Examination
  2014-07-31
• S63 Uniform Securities Agent State Law Examination
  2009-04-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Merissa J Perkins
• Merissa Budd