Investment adviser representative · Castle Rock Financial Planning, Inc.
Lauri P. Salverda
CRD 1974014 · Mendota Heights, MN
At a glance
Lauri P. Salverda is an investment adviser representative with Castle Rock Financial Planning, Inc. in Mendota Heights, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lauri’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Castle Rock Financial Planning, Inc.Since March 2015Mendota Heights, MN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lauri’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.