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MERKLE RETIREMENT PLANNING
ELITE RETIREMENT PLANNING, LLC
CRD 297942 · SEC 801-118564
1860 SE PRINCETON DR, GRIMES, IA, 50111, United States
Phone
515-278-4110
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$568.8M
Discretionary AUM
$568.8M
Team
30 total employees; 10 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 728 | $366.2M |
| High net worth individuals | 287 | $199.9M |
| Charitable organizations | 1 | $13K |
| Corporations/business entities | 3 | $2.7M |
States served
AZ, CA, IL, IA, MN, NE, NC, WI, MO, TX, FL
All web addresses on file
- https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy9kNDNhZWVjL3BvZGNhc3QvcnNz
- https://overcast.fm/itunes1482305666/retiring-today
- https://pca.st/jnoi36cu
- https://podcasts.apple.com/us/podcast/retiring-today/id1482305666?uo=4
- https://anchor.fm/retiring-today
- https://radiopublic.com/retiring-today-WxO1aO
- https://merkleretirementplanning.com/
- https://www.facebook.com/MerkleRetirementPlanning/
- https://www.linkedin.com/company/merkleretirementplanning/about/
- https://www.eliteretirementplanning.com
- https://www.breaker.audio/retiring-today
- https://merkleplan.com
- https://www.stitcher.com/podcast/retiring-today?refid=stpr
- https://open.spotify.com/show/73KPwWMgsY3zVzkSNw2L9f
- https://www.youtube.com/channel/UCBCnot5ZGQSDOTLrDsasWVOw
Official SEC filing: View on IAPD