Kelly Pedersen is a CFP-designated registered investment advisor at Caissa Wealth Strategies, based in Bloomington, MN, with 12 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Divorce Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 153 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Minimum annual fee of $10,000. If an exception to the minimum fee is imposed, the annual fee will not exceed 1.5% of assets managed so long as an agreed upon asset level remains under management. Fees are negotiable.
Fee Estimator
Contact
Kelly Pedersen
Location
7825 Washington Ave S., Suite 725, Bloomington, MN, 55439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kelly is a board member of Crescent Cove Investment Committee, a non-profit organization, since July 2024. She advises on investments for the non-profit, dedicating minimal time to this activity.
Employment History
Current Registrations
Caissa Wealth Strategies
Previous Registrations
Morgan Stanley & CO. Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Kelly is a farm girl from NW Iowa with 2 sisters, an avid Chicago Bears fan, her last trip was to Spain, she has participated in 27 triathlons but never mastered any, loves golf but hasn’t mastered that either, enjoys jogging (she used to run), and loves spending time in Lake Okoboji with her husband, Bob and sons, Dillon and Tommy.