Best Investors Account Sign in
Inactive

Lauri Penney Salverda

Castle Rock Financial Planning, Inc.

Mendota Heights, MN

Claim This Profile
Current Employers
Castle Rock Financial Planning, Inc.

2267 Waters Drive, Mendota Heights, MN 55120 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2015-03-30
  • MN RA
    APPROVED
    Since 2015-03-30

Branch Locations

2267 Waters Drive, Mendota Heights, MN 55120 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clerestory Advisors, Inc. Mendota Heights MN 10/2008 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-11
S63 Uniform Securities Agent State Law Examination 1989-10-13
  • S66 Uniform Combined State Law Examination
    2002-07-11
  • S63 Uniform Securities Agent State Law Examination
    1989-10-13
Designations
Other Names
  • Lauri Kay Penney

View on SEC IAPD

Other Firms

WOLD FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
MINDER NARUSIEWICZ, INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

STEPHANIE ANN WRIGHT
BARRY WALTER WOLD
RYAN DAVIS WOLD
KASEY WILLIAM HAFENBRACK
RAYMOND BAYUNGAN RAMIREZ
JEREMY STEWARD
PETER J. RUHL
PATRICK JOSEPH WALSH

Other Offices

WOLD FINANCIAL GROUP · MENDOTA HEIGHTS, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Mendota Heights, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MENDOTA HEIGHTS, MN
EDWARD JONES · MENDOTA HEIGHTS, MN
MINDER NARUSIEWICZ, INC. · MENDOTA HEIGHTS, MN
LPL FINANCIAL LLC · ST. PAUL, MN
RBC CAPITAL MARKETS, LLC · ST. PAUL, MN
COMMONWEALTH FINANCIAL NETWORK · Lilydale, MN

More in Mendota Heights, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor