Brady Auderer (CRD# 7360220) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merkle Retirement Planning | Grimes, IA | Dec 2022 - Current | 1 |
| Merkle Retirement Planning | Grimes, IA | May 2022 - Dec 2022 | < 1 |
| Hy-vee | Ames, IA | Mar 2022 - May 2022 | < 1 |
| Stark Ag. | Woolstock, IA | May 2019 - Jan 2022 | 2 |
| Fareway | Webster City, IA | Mar 2016 - May 2019 | 3 |
| Webster City Middle School | Webster City, IA | Jan 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- IA
-
Total Assets Under Management335MILLIONS
-
Total Number of Accounts2,348ACCOUNTS
-
Average Account Value$142,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
IA
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