WaterRock Financial, LLC Employee Directory
Financial ServicesMinnesota, United States2-10 Employees
WaterRock Financial is a boutique wealth management firm based out of Chanhassen, Minnesota. We serve clients whether they live near the Minneapolis, MN area or across the country. We specialize in comprehensive financial planning and investment management for individuals and their families. Our mission is to counsel clients about the purpose of money and help them steward financial resources wisely so they can live with significance, while investing with purpose and giving with intention. Are you ready to take a step toward clarity and confidence in your financial life? Schedule a complimentary “fit meeting” or phone call with us today. We look forward to speaking with you. Required Disclosures: Securities and advisory services offered through LPL Financial, a registered investment advisor, member SIPC www.sipc.org. WaterRock Financial, LLC is a separate entity from LPL Financial. For a list of states in which the LPL Financial representative associated with this website may discuss and/or transact securities business, please visit www.waterrockfinancial.com Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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