Merkle Retirement Planning
Grimes, Iowa
5.0
44 Reviews
Merkle Retirement Planning, based out of Grimes, IA, is a distinguished local investment advisory firm with a strong presence in the industry. With over 560 individual clients and an impressive $260,602,000 in assets under management, they have established themselves as a trusted partner for individuals and employer 401K plans alike. Having built a reputation for excellence, Merkle Retirement Planning offers extensive expertise in retirement planning and investment management. Their team of 16 dedicated professionals, including five investment advisors, possesses a deep understanding of the complexities of the financial landscape...
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Assets Under Mgmt

$260.6M

Investment Professionals

5

Locations

0

% 401K & Individual

47%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.