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 11 - 11 of 11 top financial advisors.
11
Alisha Mullin, financial advisor Grimes IA
Alisha L. Mullin
CRD#: 6712106
1860 Se Princeton Dr, Grimes, IA 50111

Alisha Mullin (CRD# 6712106) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 2 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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