Willard M Folsom
Investment adviser representative at Castle Rock Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$587.1MFirm assets
9 yearsFirm in business
Are you Willard M Folsom? Claim your profile
Contact this firm
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
17 years in the industry.
- Private Client ServicesMar 2019 to now
- Castle Rock Wealth Management, LLCSep 2018 to now
- Castle Rock ManagementSep 2018 to now
- Folsom Farms LLCJan 2009 to now
- Merrill LynchApr 2013 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6189952
- Firm CRD
- 199513