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Bradley James Heideman

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 2025-11-07
  • MN RA
    APPROVED
    Since 2025-11-07

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
Lpl Financial Bloomington MN 08/2015 05/2022
Personal Wealth Partners Llc Bloomington MN 08/2015 10/2022
Cx Institutional, Llc Bloomington MN 06/2022 07/2023
Caissa Wealth Strategies Bloomington MN 10/2025 Present
Cfa Institute Richfield MN 07/2023 02/2024
Bremer Bank Minneapolis MN 02/2024 10/2025
  • 08/2015 → 05/2022
    Lpl Financial
    Bloomington, MN
  • 08/2015 → 10/2022
    Personal Wealth Partners Llc
    Bloomington, MN
  • 06/2022 → 07/2023
    Cx Institutional, Llc
    Bloomington, MN
  • 10/2025 → Present
    Caissa Wealth Strategies
    Bloomington, MN
  • 07/2023 → 02/2024
    Cfa Institute
    Richfield, MN
  • 02/2024 → 10/2025
    Bremer Bank
    Minneapolis, MN
Previous Registrations
  • 2022-06-20 → 2023-07-27
    Cx Institutional, Llc
    Bloomington, MN
    Auburn, IN
  • 2019-09-06 → 2022-10-25
    Personal Wealth Partners Llc
    Bloomington, MN
  • 2015-10-16 → 2017-10-04
    Personal Wealth Partners Llc
    Bloomington, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-16
  • S66 Uniform Combined State Law Examination
    2015-10-16
Designations

View on SEC IAPD

Other Firms

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JNBA FINANCIAL ADVISORS, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
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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