CRD: 174507
Castle Rock Financial Planning, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-12-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 178 clients, or 178 clients per representative. That equates to $277.0K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
LAURI PENNEY SALVERDA
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #1974014
- Ownership
- 75% or more
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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
SMA allocation detail is available
Castle Rock Financial Planning, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.