# Frederick Semmer

> Frederick Semmer is a fee-only financial advisor at Caissa Wealth Strategies in Bloomington, Minnesota, who holds the CFA credential. Caissa Wealth Strategies reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/frederick-semmer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Caissa Wealth Strategies
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $297.0M across 175 accounts
- **Credentials:** CFA
- **CRD:** 6784137 (https://adviserinfo.sec.gov/individual/summary/6784137)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2012)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.caissawealth.com

## Frequently asked questions

### Is Frederick Semmer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Caissa Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Frederick charge for financial advice?

Frederick's firm, Caissa Wealth Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Frederick Semmer based?

Frederick Semmer is based in Bloomington, Minnesota.

### What credentials does Frederick Semmer hold?

Frederick Semmer holds the CFA credential.

### Is Frederick Semmer registered with the SEC?

Yes. Frederick Semmer is registered as an investment adviser representative in MN (CRD 6784137), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Caissa Wealth Strategies manage?

Caissa Wealth Strategies reports $297.0M across 175 accounts in assets under management.

### How do I contact Frederick Semmer?

Through Frederick's website, www.caissawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6784137): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.