Bradley J. Heideman

CAISSA WEALTH STRATEGIES

Bloomington, MN 55439

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CRD#: 5047405

Professional summary

Bradley James Heideman is a registered financial advisor currently at CAISSA WEALTH STRATEGIES located in Bloomington, Minnesota.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bradley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley James Heideman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 7, 2025 - Present

CAISSA WEALTH STRATEGIES

Office #1: 7825 Washington Ave S. Suite 725, Bloomington, MN 55439

RIA

CRD#: 150458

Bloomington, MN

Past

June 20, 2022 - July 27, 2023

CX INSTITUTIONAL, LLC

RIA

CRD#: 292627

Bloomington, MN

Past

September 6, 2019 - October 25, 2022

PERSONAL WEALTH PARTNERS LLC

RIA

CRD#: 172055

BLOOMINGTON, MN

Past

October 16, 2015 - October 4, 2017

PERSONAL WEALTH PARTNERS LLC

RIA

CRD#: 172055

BLOOMINGTON, MN

Past

August 11, 2015 - May 18, 2022

LPL FINANCIAL LLC

CRD#: 6413

BLOOMINGTON, MN

Past

September 12, 2007 - July 10, 2015

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAISSA WEALTH STRATEGIES

CRD#: 150458 / SEC#: 801-114229

RIA

Registered Investment Advisory firm - (11/2/2018 Approved)

Minnesota

Registered Investment Advisory firm - (11/6/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(11/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/16/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2007

General Securities Representative Examination

Current Firm

CAISSA WEALTH STRATEGIES

CRD#: 150458 / SEC#: 801-114229

RIA

Registered Investment Advisory firm - (11/2/2018 Approved)

Minnesota

Registered Investment Advisory firm - (11/6/2018 Terminated)

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Contact information

Main Address

7825 Washington Ave S. Suite 725, Bloomington, MN 55439

Mailing Address

Phone number

(612) 426-6007

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWS FORM ADV PART 2A (2/25/2025)

Regulatory assets under management

Total Number of Accounts	593
AUM (Assets Under Management)	$ 286,298,075

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/22/2025	Cover Page	Report
10/29/2024	Cover Page	Report
10/28/2024	Cover Page	Report
01/17/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bradley J. Heideman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley James Heideman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CX INSTITUTIONAL, LLC

PERSONAL WEALTH PARTNERS LLC

PERSONAL WEALTH PARTNERS LLC

LPL FINANCIAL LLC

VSR FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CAISSA WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/10/2007

Current Firm

CAISSA WEALTH STRATEGIES

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAISSA WEALTH STRATEGIES

TRUST BUT VERIFY

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