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Loren James Merkle

ELITE RETIREMENT PLANNING, LLC·GRIMES, Iowa
Clean recordELITE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Loren James Merkle is a registered financial advisor based in GRIMES, Iowa, affiliated with ELITE RETIREMENT PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ELITE RETIREMENT PLANNING, LLC
MERKLE RETIREMENT PLANNING
AUM
$335M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at ELITE RETIREMENT PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3144188
Firm CRD# 297942
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)WAVERLY (24)AMES (14)URBANDALE (12)CEDAR FALLS (10)
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Research
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