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James Blair Luippold

Castle Rock Wealth Management, LLC

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About James Blair Luippold

James Blair Luippold is a financial advisor with Castle Rock Wealth Management, LLC. James has been in the financial services industry since 2001. James holds Series 7, 63 and 65 licenses. James specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Pension Consulting.

Firm Information

James Luippold is currently registered with Castle Rock Wealth Management, LLC. Castle Rock Wealth Management, LLC is a Walnut Creek, California-based registered investment advisor that provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension plans. The firm manages approximately $485,778,980 in client assets, with a focus on high net worth individuals and individuals other than high net worth.
Castle Rock Wealth Management, LLC

1777 BOTELHO DR.

WALNUT CREEK, CA 94596

$485.78M

Assets Under Management

2

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Luippold’s Registration & Firm History

CA

06/09/2016 - Present

Castle Rock Wealth Management, LLC (WALNUT CREEK CA)

CA

06/22/2007 - 02/13/2018

FIRST ALLIED SECURITIES, INC. (WALNUT CREEK CA)

CA

05/04/2005 - 06/29/2007

GENEOS WEALTH MANAGEMENT, INC. (SAN RAMON CA)

NE

01/12/2001 - 05/05/2005

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

IA

Issued 12/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Blair Luippold.
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