C
CRD: 174507
Castle Rock Financial Planning, Inc.
$49.3M Total AUM
$49.3M Disc. AUM
-- 3Y CAGR
2 Employees
178 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-12-2015
- Office Locations
- 1
Office Locations
2267 Waters Drive Mendota Heights MN
About Castle Rock Financial Planning, Inc.
Castle Rock Financial Planning is a fee-only, fiduciary RIA in Mendota Heights, MN led by CFP/CFA Lauri Salverda. The firm delivers holistic planning—retirement, estate and goal-based financial planning—paired with ongoing investment management and portfolio monitoring. Portfolios commonly use ETFs and publicly traded equities and are primarily custodied at Charles Schwab.
Team overview
61 AVG AGE
$49.3M AVG AUM / ADVISOR
$277.0K AVG AUM / CLIENT
11.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
LAURI PENNEY SALVERDA
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #1974014
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,299,628 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,299,628 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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