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Home > Financial Planner Directory > Minnesota > Mendota Heights > Lauri P. Salverda, CFA, CFP®
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Lauri P. Salverda, CFA, CFP®

Clerestory Advisors, Inc.

750 Main St
Ste 215
Mendota Heights, MN 55118
Phone: (651) 209-2610
Fax: (651) 209-0840

Toll-free: (877) 771-4998

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.