CS
Cayden A. Saxon
FINANCIAL PERSPECTIVES
Minneapolis, MN 55447-5341
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CRD#: 7904718
CS
Professional summary
Cayden Andrew Saxon is a registered financial advisor currently at FINANCIAL PERSPECTIVES located in Minneapolis, Minnesota.
Cayden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Cayden has worked at 1 firm and has passed the Series 65 exam.
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.
FP TAX & ACCOUNTING, LLC, 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS MN 55447. ASSIST WITH TAX PREPARATION DURING JANUARY-APRIL/SEASONALLY. 06/2024
CRS (Client Relationship Summary) - RIA
Click below to view Cayden Andrew Saxon'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®
NoneExperience
Current
June 18, 2024 - Present
FINANCIAL PERSPECTIVES
Office #1: 3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341RIA
CRD#: 135549
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".
FP
FINANCIAL PERSPECTIVES
FINANCIAL PERSPECTIVES | FPWEALTH | FP WEALTH | FP | FINANCIAL PERSPECTIVES, INC.
CRD#: 135549 / SEC#: 801-97343
RIA
Registered Investment Advisory firm - (6/2/2015 Approved)Colorado
Registered Investment Advisory firm - (6/19/2015 Terminated)Florida
Registered Investment Advisory firm - (6/4/2015 Terminated)Minnesota
Registered Investment Advisory firm - (6/4/2015 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(6/18/2024)
Current Firm
FP
FINANCIAL PERSPECTIVES
FINANCIAL PERSPECTIVES | FPWEALTH | FP WEALTH | FP | FINANCIAL PERSPECTIVES, INC.
CRD#: 135549 / SEC#: 801-97343
RIA
Registered Investment Advisory firm - (6/2/2015 Approved)Colorado
Registered Investment Advisory firm - (6/19/2015 Terminated)Florida
Registered Investment Advisory firm - (6/4/2015 Terminated)Minnesota
Registered Investment Advisory firm - (6/4/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341
Mailing Address
Phone number
(763) 553-7779
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,754 |
| AUM (Assets Under Management) | $ 1,000,250,400 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/25/2025 | ||
| 08/23/2024 | ||
| 09/25/2023 | ||
| 10/26/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
