Merkle Retirement Planning
Merkle Retirement Planning (CRD# 297942) is a financial advisory firm headquartered in Grimes, IA. They manage $334,796,134 in 2,348 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management335MILLION
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Total Number of Accounts2,348ACCOUNTS
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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
Chawn Honkomp (CRD# 6334771) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 9 years of experience in the finance industry.
Loren Merkle (CRD# 3144188) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 25 years of experience in the finance industry.
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.
Katharine Bertness (CRD# 7409200) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has 1 year of experience in the finance industry.
Ryan Bierma (CRD# 7519536) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 2 years of experience in the finance industry.
Haley Danforth (CRD# 7217466) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 5 years of experience in the finance industry.
Melissa Gray (CRD# 4008891) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 3 years of experience in the finance industry.
Kailey Hanson (CRD# 6190334) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has 1 year of experience in the finance industry.
Clint Huntrods (CRD# 7529444) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has 1 year of experience in the finance industry.
Allyson Martens (CRD# 7217477) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 5 years of experience in the finance industry.