MERKLE RETIREMENT PLANNING - Financial Advisor in Iowa, Grimes

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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