Caissa Wealth Strategies

Frederick Semmer is a CFA® charterholder and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Caissa Wealth Strategies in Bloomington, MN, where he has worked since 2026. Prior to that, he spent six years at Accredited Investors Inc. and took a year for extended travel. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm uses fundamental, technical, and cyclical analysis to build and monitor portfolios, provides financial planning on fixed-fee or hourly bases, and offers access to private and alternative investments for qualified clients.

Aimee Bauman is a CFP® and ChFC® with seven years of experience at Caissa Wealth Strategies in Bloomington, MN, and 20 years prior at Wells Fargo Bank. She is part of a five-advisor team at Caissa Wealth Strategies. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing about $297 million across roughly 153 client relationships. The firm uses a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning, discretionary and non-discretionary portfolio management, and access to private and alternative investments for qualified clients.

Merissa Perkins is a CFP® and ChFC® with 11 years of experience in the financial industry. She has been with Caissa Wealth Strategies since 2016 and previously worked at Investment Centers of America and Fintegra, LLC. Perkins is part of a six-advisor team based in Bloomington, MN. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing approximately $297 million across about 153 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers financial planning and access to private and alternative investments.

Andrew Campbell is a CFP® professional with four years of industry experience. He has worked at Caissa Wealth Strategies since 2021 and previously spent 15 years at Wells Fargo and Company. Outside of financial advising, he is involved in academic tutoring and education counseling, focusing on standardized test preparation and advanced math for high school students. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning along with access to private and alternative investments.

Kelly Pedersen is a CFP® with 12 years of industry experience and has been with Caissa Wealth Strategies since 2009. She is a member of the Crescent Cove Investment Committee, a nonprofit organization where she advises on investments. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, offering portfolio management, financial planning, and access to private investments through a six-advisor team. The firm uses fundamental, technical, and cyclical analysis to manage portfolios and conducts educational seminars and workshops for clients and prospects.