Andrew Joseph Campbell
Investment adviser representative at Caissa Wealth Strategies
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$297MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Caissa Wealth StrategiesJul 2021 to now
- Wells Fargo and CompanyOct 2006 to Jul 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Caissa Wealth Strategies
Legal name: Caissa Wealth Strategies, LLC
$297MAssets managed
153Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7419336
- Firm CRD
- 150458