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).

Current Firm Details
1860 Se Princeton Dr, Grimes, IA 50111
https://www.youtube.com/channel/ucbcnot5zgqsdotlrdsaswvow
By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    2,348
    ACCOUNTS
  • Average Account Value
    $142,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Merkle Retirement Planning
Showing 1 - 10 of 11 top financial advisors.
1
Chawn Honkomp, financial advisor Grimes IA
Chawn F. Honkomp
CRD#: 6334771
1860 Se Princeton Dr, Grimes, IA 50111

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.

2
Loren Merkle, financial advisor Grimes IA
Loren J. Merkle
CRD#: 3144188
1860 Se Princeton Dr., Grimes, IA 50111

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.

3
Brady Auderer, financial advisor Grimes IA
Brady M. Auderer
CRD#: 7360220
1860 Se Princeton Dr, Grimes, IA 50111

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.

4
Katharine Bertness, financial advisor Grimes IA
Katharine Bertness
CRD#: 7409200
1860 Se Princeton Dr, Grimes, IA 50111

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.

5
Ryan Bierma, financial advisor Grimes IA
Ryan N. Bierma
CRD#: 7519536
1860 Se Princeton Dr, Grimes, IA 50111

Ryan Bierma (CRD# 7519536) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has 1 year of experience in the finance industry.

6
Haley Danforth, financial advisor Grimes IA
Haley L. Danforth
CRD#: 7217466
1860 Se Princeton Dr, Grimes, IA 50111

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.

7
Melissa Gray, financial advisor Grimes IA
Melissa A. Gray
CRD#: 4008891
1860 Se Princeton Dr, Grimes, IA 50111

Melissa Gray (CRD# 4008891) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 2 years of experience in the finance industry.

8
Kailey Hanson, financial advisor Grimes IA
Kailey A. Hanson
CRD#: 6190334
1860 Se Princeton Dr, Grimes, IA 50111

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.

9
Clint Huntrods, financial advisor Grimes IA
Clint S. Huntrods
CRD#: 7529444
1860 Se Princeton Dr, Grimes, IA 50111

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.

10
Allyson Martens, financial advisor Grimes IA
Allyson E. Martens
CRD#: 7217477
1860 Se Princeton Dr, Grimes, IA 50111

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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