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Financial ADVSR advisor directory · SEC adviser records

Merkle Retirement Planning financial advisors

Every SEC-registered investment adviser representative at Merkle Retirement Planning, by the state and city of the office they work from.

The short answer

12 registered advisors work at Merkle Retirement Planning, in 1 state and 1 city; the most are in Grimes, IA (12). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Merkle Retirement Planning advisor by name →Who joined and left Merkle Retirement Planning →Merkle Retirement Planning: assets, clients and custodians →

Cities with the most Merkle Retirement Planning advisors

Grimes, IA 12

Merkle Retirement Planning advisors by state

Merkle Retirement Planning in Iowa 12

Grimes 12

Questions

How many financial advisors does Merkle Retirement Planning have?

12 investment adviser representatives are registered with Merkle Retirement Planning, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Merkle Retirement Planning have the most advisors?

Grimes, IA, with 12 registered advisors. By state, Iowa has the most, with 12.

How do I find a Merkle Retirement Planning financial advisor near me?

Pick your state below, then your city, to see every Merkle Retirement Planning advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Merkle Retirement Planning offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →