Castle Rock Financial Planning, Inc.
Castle Rock Financial Planning, Inc. (CRD# 174507) is a financial advisory firm headquartered in Mendota Heights, MN. They manage $44,113,888 in 305 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Castle Rock Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management44MILLION
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Total Number of Accounts305ACCOUNTS
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Average Account Value$144,636
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Castle Rock Financial Planning, Inc.
1
Lauri Salverda (CRD# 1974014) is an Investment Advisor Representative working at Castle Rock Financial Planning, Inc. in Mendota Heights, MN and has over 34 years of experience in the finance industry.
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