# Castle Rock Financial Planning

Castle Rock Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/laurisalverda

## Regulatory record

- **CRD number:** 174507
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174507

## About

CASTLE ROCK FINANCIAL PLANNING, INC. is a state-registered investment adviser in MENDOTA HEIGHTS, MN. The firm manages approximately $49 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Castle Rock Financial Planning?

The firm has not publicly named any principals, investment committee members, or advisors. No information is available from the firm's website, LinkedIn, or media coverage.

### What investment stages does Castle Rock Financial Planning typically target?

The firm has not disclosed any investment strategy, stage preference, or asset class focus. No public records indicate engagement in direct deals, fund commitments, or alternative investments.

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Last updated: 2026-06-03T20:00:00.000Z

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