Andrew J. Campbell
CAISSA WEALTH STRATEGIES
Bloomington, MN 55439
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CRD#: 7419336
Professional summary
Andrew Joseph Campbell, CFP® is a registered financial advisor currently at CAISSA WEALTH STRATEGIES located in Bloomington, Minnesota.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Andrew has worked at 1 firm .
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Joseph Campbell's 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®
CFP®
Start date: 2018
Experience
Current
July 28, 2021 - Present
CAISSA WEALTH STRATEGIES
Office #1: 7825 Washington Ave S. Suite 725, Bloomington, MN 55439RIA
CRD#: 150458
Bloomington, 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
CAISSA WEALTH STRATEGIES | NAME1008 | KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES | KP FINANCIAL MANAGEMENT DBA CHANNEL FINANCIAL WEALTH, LLC | KP FINANCIAL MANAGEMENT DBA CAISSA WEALTH STRATEGIES | CHANNEL FINANCIAL WEALTH LLC
CRD#: 150458 / SEC#: 801-114229
RIA
Registered Investment Advisory firm - (11/2/2018 Approved)Minnesota
Registered Investment Advisory firm - (11/6/2018 Terminated)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(7/28/2021)
Exams
Current Firm
CAISSA WEALTH STRATEGIES
CAISSA WEALTH STRATEGIES | NAME1008 | KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES | KP FINANCIAL MANAGEMENT DBA CHANNEL FINANCIAL WEALTH, LLC | KP FINANCIAL MANAGEMENT DBA CAISSA WEALTH STRATEGIES | CHANNEL FINANCIAL WEALTH LLC
CRD#: 150458 / SEC#: 801-114229
RIA
Registered Investment Advisory firm - (11/2/2018 Approved)Minnesota
Registered Investment Advisory firm - (11/6/2018 Terminated)Upgrade to AdvisorCheck Premium
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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
10
SEC notice filing (3 States and Territories)
Documents
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 | ||
| 10/29/2024 | ||
| 10/28/2024 | ||
| 01/17/2024 |
Red Flags
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