Merissa Perkins
Caissa Wealth Strategies · Bloomington, Minnesota
Merissa Perkins is a fee-only financial advisor at Caissa Wealth Strategies in Bloomington, Minnesota, who holds the CFP and ChFC credentials. Caissa Wealth Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Caissa Wealth Strategies |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $297.0M across 175 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MN · CRD 5634034 |
| Exams passed | Series 63 (2009) · Series 66 (2014) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.caissawealth.com |
How Merissa's firm compares
- Caissa Wealth Strategies's average account is about $1.7 million, from its Form ADV (assets managed divided by 175 accounts).
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Questions about Merissa
Is Merissa Perkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Merissa 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 Merissa charge for financial advice?
Merissa's firm, Caissa Wealth Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Merissa Perkins based?
Merissa Perkins is based in Bloomington, Minnesota.
What credentials does Merissa Perkins hold?
Merissa Perkins holds the CFP and ChFC credentials.
Is Merissa Perkins registered with the SEC?
Yes. Merissa Perkins is registered as an investment adviser representative in MN (CRD 5634034), 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 Merissa Perkins?
Through Merissa's website, www.caissawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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