Kailey
Hanson
Merkle Retirement Planning
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About this Advisor
Kailey Hanson is a financial advisor based in Grimes, Iowa, working with Merkle Retirement Planning. Kailey has previously held positions at Ing Financial Advisers, LLC, Cognizant Group, Ing, Financial Advisory Service, Inc, Fas Corp, Sammons Financial Group, Whole Foods, Hyvee/Starbucks, Hyvee, Mokosak Advisory Group, and Merkle Retirement Planning. Kailey has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Kailey 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 high-net-worth clients and offers services including 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
Kailey Hanson Work History
Merkle Retirement Planning
Mokosak Advisory Group
Financial Advisory Service, Inc
Fas Corp
Hyvee
Whole Foods
Hyvee/Starbucks
Sammons Financial Group
Ing Financial Advisers, LLC
Cognizant Group
Ing
Disclosures
Please visit the SEC profile of Kailey Hanson 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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