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Merissa Joleen Perkins

Caissa Wealth Strategies

Bloomington, MN

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Current Employers
Caissa Wealth Strategies

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-10-12
  • MN RA
    APPROVED
    Since 2017-10-12

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
OrganizationCityStateFromTo
Caissa Wealth Strategies Bloomington MN 03/2016 Present
Caissa Wealth Strategies Bloomington MN 03/2016 Present
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
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-31
S63 Uniform Securities Agent State Law Examination 2009-04-29
  • S66 Uniform Combined State Law Examination
    2014-07-31
  • S63 Uniform Securities Agent State Law Examination
    2009-04-29
Designations
Other Names
  • Merissa J Perkins
  • Merissa Budd

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
ELEVATION POINT WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

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