Lauri SalverdaCRD Number: 1974014
Current Firm: Castle Rock Financial Planning, Inc.
Lauri Salverda (CRD# 1974014) is an Investment Advisor Representative working at Castle Rock Financial Planning, Inc. in Mendota Heights, MN and has over 32 years of experience in the finance industry. Lauri Salverda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
Wells Fargo Clearing Services, LLC
|Clerestory Advisors, Inc.||Mendota Heights, MN||Oct 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management47MILLIONS
Total Number of Accounts156ACCOUNTS
Average Account Value$300,736
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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