Castle Rock Financial Planning, Inc.

Castle Rock Financial Planning, Inc. (CRD# 174507) is a financial advisory firm headquartered in Mendota Heights, MN. They manage $37,837,569 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $236,485
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
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Castle Rock Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lauri P. Salverda
CRD#: 1974014
2267 Waters Drive, Mendota Heights, MN 55120

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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