MERKLE RETIREMENT PLANNING
ELITE RETIREMENT PLANNING, LLC Legal Name
Adviser information for MERKLE RETIREMENT PLANNING last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Iowa, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 11 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,348 | $334.8M |
| Non-Discretionary | 0 | $0 |
| Total | 2,348 | $334.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 761 | $166.4M |
| HNW Individuals | 150 | $168.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1000 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 334.8M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MERKLE RETIREMENT PLANNING WRAP FEE PROGRAM | MERKLE RETIREMENT PLANNING |
| DIRECT ASSET MANAGEMENT SERVICES | AE WEALTH MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-118564 |
|---|---|
| SEC ERA File Number | 801-118564 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297942 |
| Legal Entity Identifier | None |
Principal Office
1860 SE PRINCETON DRGRIMES
IA
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 515-278-4110, Fax: None
Websites
www.youtube.com/channel/ucbcnot5zgqsdotlrdsaswvow
podcasts.apple.com/us/podcast/retiring-today/id1482305666?uo=4
merkleplan.com
www.stitcher.com/podcast/retiring-today?refid=stpr
open.spotify.com/show/73kpwwmgsy3zvzksnw2l9f
anchor.fm/retiring-today
www.breaker.audio/retiring-today
www.google.com/podcasts?feed=ahr0chm6ly9hbmnob3iuzm0vcy9kndnhzwvjl3bvzgnhc3qvcnnz
overcast.fm/itunes1482305666/retiring-today
pca.st/jnoi36cu
radiopublic.com/retiring-today-wxo1ao
merkleretirementplanning.com/
www.facebook.com/merkleretirementplanning/
www.linkedin.com/company/merkleretirementplanning/about/
www.eliteretirementplanning.com
Chief Compliance Officer
LOREN MERKLE
MANAGER
1860 SE PRINCETON DR
GRIMES
IA
United States
Tel:
515-278-4110
L****@*************M
(Full email address available in API data)
Industry Affiliates
| MRP INSURANCE, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MERKLE, LOREN, JAMES | Individual | – | MANAGER | 06/2018 | < 5% |
| MRP HOLDINGS, INC. | Domestic Entity | – | MEMBER AND DIRECT OWNER | 06/2018 | > 75% |
| MERKLE, LOREN, JAMES | Individual | MRP HOLDINGS, INC. | DIRECTOR, VICE PRESIDENT AND TREASURER | 06/2018 | > 75% |
| MERKLE, LOREN, JAMES | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2019 | < 5% |