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WaterRock Financial, LLC Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

WaterRock Financial, LLC is a boutique financial services firm based in Chanhassen, Minnesota. The company provides comprehensive financial planning and investment management for individuals and their families, serving clients in the Minneapolis area as well as across the country. As a small practice, WaterRock focuses on helping clients understand the purpose of money and steward their financial resources to support meaningful living, investing with purpose and giving with intention. Securities and advisory services are offered through LPL Financial, and WaterRock Financial operates as a separate entity from LPL Financial. The firm emphasizes a personalized, advisory-focused approach within the broader wealth management industry.

Find WaterRock Financial, LLC employees' phone numbers or email addresses

WaterRock Financial, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

WaterRock Financial, LLC's Leadership

  • Stylized image of a person
    A. E. L.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B. L.
    Planned Giving Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. B.
    Client Service Associate
    Phone icon
    Mobile Phone

WaterRock Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from WaterRock Financial, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. E. L.
    President
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 15, 2026
  • Stylized image of a person
    M. B. L.
    Planned Giving Coordinator
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Nov 19, 2025
  • Stylized image of a person
    G. B.
    Client Service Associate
    Phone icon
    Mobile Phone
    Dec 31, 2025

Frequently Asked Questions

What is WaterRock Financial, LLC known for?

Minus sign iconPlus sign iconWaterRock Financial, LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 7935 Stone Creek Drive Suite 110 Chanhassen, Minnesota 55317 United States; you can contact the main corporate office by phone at
+1-612-568-****
. Explore WaterRock Financial, LLC's company overview page for more information.

What is WaterRock Financial, LLC's most common email format?

Minus sign iconPlus sign iconWaterRock Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WaterRock Financial, LLC email formats with LeadIQ.

How many employees does WaterRock Financial, LLC have currently?

Minus sign iconPlus sign iconWaterRock Financial, LLC has approximately 4 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are WaterRock Financial, LLC's key employees and leadership?

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As of June 2026, WaterRock Financial, LLC's key employees include:

  • President: A. E. L.
  • Planned Giving Coordinator: M. B. L.
  • Client Service Associate: G. B.

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