MERKLE RETIREMENT PLANNING

1860 Se Princeton Dr
Grimes, Iowa 50111
Tel: 515-278-4110

About MERKLE RETIREMENT PLANNING

MERKLE RETIREMENT PLANNING, formally registered with the SEC as MERKLE RETIREMENT PLANNING. The firm was established in 04/27/2020. They have over 1 offices throughout the country.

MERKLE RETIREMENT PLANNING is a Grimes, Iowa based Financial Planning firm with nearly $334,796,134 assets under management, offering retirement planning & investment advisory services to 2348 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297942
SEC#	801-118564
Assets Managed by Firm	$334,796,134
No. of Clients	2348
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2348	$334,796,134
Individuals (other than high net worth individuals)	761	$166,394,088
High net worth individuals	150	$168,402,046

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PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd. Fairfield, IA, 52556-8757	$87,368,733,496	448526	3312
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383

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