AdvisorOS Directory
Claim Profile
Unclaimed Profile
LM

Loren James Merkle

ELITE RETIREMENT PLANNING, LLC·GRIMES, Iowa
Series 6, Series 7, Series 24, Series 63CFPClean record21 years registeredELITE RETIREMENT PLANNING, LLC
1860 SE PRINCETON DR, GRIMES, IA 50111CRD# 3144188Firm CRD# 297942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Loren James Merkle · GRIMES, IA
Registration
CRD #3144188 · ELITE RETIREMENT PLANNING, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

MERKLE RETIREMENT PLANNING
Aug 2018 – present
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
Dec 2011 – Aug 2018
JOHNSTON, IA
INVESTMENT ADVISORS CORP
Jul 2011 – Dec 2011
JOHNSTON, IA
PRINCOR FINANCIAL SERVICES CORPORATION
Feb 2005 – Sep 2006
DES MOINES, IA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · February 25, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELITE RETIREMENT PLANNING, LLC
CRD 297942 · SEC 801-118564
AUM
$335M
Regulatory assets under management
Employees
16
2,348 client accounts
Services offered by ELITE RETIREMENT PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ELITE RETIREMENT PLANNING, LLC →
Introduction

Speak with Loren

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Loren is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GRIMES?

Browse all registered financial advisors in GRIMES, Iowa or claim this profile if it's yours.

Browse GRIMES AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Loren James Merkle offer?
Loren James Merkle specializes in Financial Planning, Investment Management. Contact their office in GRIMES, Iowa for a consultation.
What are Loren James Merkle's credentials?
Loren James Merkle holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Loren James Merkle located?
Loren James Merkle is based in GRIMES, Iowa, working with ELITE RETIREMENT PLANNING, LLC. Their office serves clients in the GRIMES metropolitan area and surrounding communities.
How does Loren James Merkle charge for services?
Loren James Merkle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELITE RETIREMENT PLANNING, LLC?
ELITE RETIREMENT PLANNING, LLC has approximately 16 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Iowa
WEST DES MOINES (96)DES MOINES (87)CEDAR RAPIDS (60)DUBUQUE (46)FAIRFIELD (27)DAVENPORT (26)URBANDALE (12)WATERLOO (10)WAVERLY (9)CLIVE (9)
City Guides
WEST DES MOINES GuideDES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Request removal of this profile