Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
25 years
Location
Kellogg, ID 83837
LPL Financial
Institution
Cary Wong is a CFP®-certified financial advisor with 25 years of industry experience, currently with LPL Financial since 2007. Prior to joining LPL, he worked at Edward Jones. Wong also has business involvement with Wong Financial Services, Inc., including activities related to non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by technology tools and a broad platform that includes both advisory and insurance-related financial activities.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Kellogg, ID
215 Oregon Street
Kellogg ID 83837
Advisors at this office
1
Idaho · Texas · Washington
25 years of industry experience
LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)
2007 - Present • 19 years
Spokane Valley, WA
Edward Jones
2007 - 2007 • 1 year
Spokane Valley, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Kellogg, ID
Castle Rock Wealth Management, LLC
Joan Block is a financial advisor at Castle Rock Wealth Management, LLC with 45 years of industry experience. She previously worked at First Allied Securities, Inc. for 24 years and at Private Client Services for one year. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm manages approximately $521.8 million for nearly 1,900 clients through a team of eight advisors, combining fundamental and technical analysis with active trading strategies and ongoing portfolio monitoring.
Series 63, Series 66
Wallace, ID
Principal Financial Services
Brandon Kramer is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and previously worked at Wells Fargo Clearing and Thrivent Financial. His activities include a role in insurance related to fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.
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