Castle Rock Wealth Management, LLC

Who works here

• DL
  Dean Otis Leonard
• JL
  James Blair Luippold
• JM
  Jennifer M Mitchell
• JB
  Joan Ferol Block
• JM
  Joyce Elinor Moe
• MB
  Mark Brant Bertoli
• WF
  Willard M Folsom

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Castle Rock Wealth Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

199513