Allyson
Martens
Merkle Retirement Planning
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About this Advisor
Allyson Martens is a financial advisor based in Grimes, Iowa, working with Merkle Retirement Planning. Allyson has previously held positions at Big Green Umbrella Media, Elite Retirement Planning, LLC, Flowers By Staacks, North Central College, and Unity Point Health. Allyson has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Allyson is part of Merkle Retirement Planning, which operates out of Grimes, Iowa. The firm has 16 employees and manages assets totaling $334.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Merkle Retirement Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merkle Retirement Planning Brokerage Details
$334,796,134
16
2,348
$142,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Allyson Martens Work History
Elite Retirement Planning, LLC
Big Green Umbrella Media
North Central College
Unity Point Health
Flowers By Staacks
North Central College
Disclosures
Please visit the SEC profile of Allyson Martens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merkle Retirement Planning
Grimes, IA
Grimes, IA
Grimes, IA
Grimes, IA
Grimes, IA
Grimes, IA
Grimes, IA
Grimes, IA
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