MERKLE RETIREMENT PLANNING
Tel: 515-278-4110 1860 Se Princeton Dr Grimes, Iowa 50111
About MERKLE RETIREMENT PLANNING
MERKLE RETIREMENT PLANNING is a Grimes, Iowa based financial advisory firm with nearly $334,796,134 in assets under management and provides investment advisory services for 2348 clients. There are currently 16 financial advisors at the firm.
General Information
Firm CRD#:
297942
Firm SEC#:
801-118564
Assets Under Management:
$334,796,134
No. of Clients:
2348
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
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