James Blair Luippold
Investment adviser representative at Castle Rock Wealth Management, LLC
19 yearsExperience
4 statesRegistered in
$587.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Private Client ServicesFeb 2018 to now
- Castle Rock Wealth Management, LLCOct 2015 to now
- First Allied Advisory Services, Inc.Jul 2012 to Feb 2018
- First Allied Securities, Inc.Jun 2007 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, TX, WA).
Castle Rock Wealth Management, LLC
$587.1MAssets managed
2,040Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3031318
- Firm CRD
- 199513