Castle Rock Financial Planning, Inc.

Castle Rock Financial Planning, Inc. (CRD# 174507) is a financial advisory firm headquartered in Mendota Heights, MN. They manage $19,800,000 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $178,378
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
96
Wealthminder
score

Lauri Salverda (CRD# 1974014) is an Investment Advisor Representative working at Castle Rock Financial Planning, Inc. in Mendota Heights, MN and has over 28 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.

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