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CFA Institute Member Profile

Lauri P. Salverda, CFA

Awarded the CFA charter on 26 September 2001
  • Postal Code
    55120 1363
  • Contact Information
  • Societies
    CFA Society Minnesota
  • Professional Profile
    Current Employer: Castle Rock Financial Planning, Inc. Job Title: President Job Function: Financial Adviser/Planner/Wealth Manager
  • Financial Adviser Profile
    Scope of Advisement: Estate Planning · Financial Planning · Investment Management · Retirement Planning Minimum Account Size: 500000 Dollar Company Assets Under Management: < 250 million

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