ELITE RETIREMENT PLANNING, LLC

MERKLE RETIREMENT PLANNING
GRIMES, Iowa·1 registered advisor·CRD# 297942
SEC# 801-1185640515-278-4110
01

Firm Overview

AUM
$335M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELITE RETIREMENT PLANNING, LLC

1 registered advisor
Loren James Merkle
GRIMES, Iowa
05

Office Locations

GRIMES, Iowa
1 advisor

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Data sourced from SEC Form ADV filings. ELITE RETIREMENT PLANNING, LLC (CRD# 297942) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.