Loren
Merkle
Merkle Retirement Planning
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About this Advisor
Loren Merkle is a certified financial planner based out of Grimes, Iowa who has 5 years of relevant experience. Merkle is on the advisory team at Merkle Retirement Planning. Their career trajectory has included roles at Global Financial Private Capital, Elite Retirement Planning, LLC, Mrp Insurance, LLC and Merkle Retirement Planning, LLC. Merkle holds a Series 63 license, certifying them as a securities broker, and is able to operate in Iowa. Merkle Retirement Planning is a registered investment firm headquartered in Grimes, IA. It manages $261 million in assets between its 1,933 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,933 customer accounts, 20% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Merkle Retirement Planning provides a broad range of 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Merkle Retirement Planning likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merkle Retirement Planning Brokerage Details
$260,602,196
16
1,933
$134,817
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
Loren Merkle Work History
Loren has been registered as a financial advisor for 5 years.*
Elite Retirement Planning, LLC
Elite Retirement Planning, LLC
Mrp Insurance, LLC
Merkle Retirement Planning, LLC
Global Financial Private Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Loren Merkle 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
