Merkle Retirement Planning

Firm record

As recorded in SEC IAPD

Firm CRD

297942

SEC number

801-118564

Firm type

RIA

Assets under management

$568.8M as of Mar 30, 2026

Website

merkleplan.com ↗

Phone

515-278-4110

Address

1860 Se Princeton Dr, Grimes, IA, 50111

Advisors at this firm

13 in our index · page 1 of 1

• Brady M AudererCRD 7360220 · Grimes, IA
  IA Registered
• Katharine BertnessCRD 7409200 · Grimes, IA
  IA Registered
• Ryan Nicklaus BiermaCRD 7519536 · Grimes, IA
  IA Registered
• Haley Lauren DanforthCRD 7217466 · Grimes, IA
  IA Registered
• Melissa Ann GrayCRD 4008891 · Grimes, IA
  IA RegisteredRegistration inactive
• Chawn Francis HonkompCRD 6334771 · Grimes, IA
  IA RegisteredRegistration inactive
• Kailey Ann HansonCRD 6190334 · Grimes, IA
  IA Registered
• Clint Simpson HuntrodsCRD 7529444 · Grimes, IA
  IA Registered
• Jeremy Alan LyonsCRD 5276280 · Grimes, IA
  IA RegisteredRegistration inactive
• Loren James MerkleCRD 3144188 · Grimes, IA
  IA Registered
• Alisha Lynne MullinCRD 6712106 · Grimes, IA
  IA RegisteredRegistration inactive
• Allyson Elizabeth MartensCRD 7217477 · Grimes, IA
  IA Registered
• Stacey Lynn PerkinsCRD 6762144 · Grimes, IA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.