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MERKLE RETIREMENT PLANNING

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

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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

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

Firm CRD#:

297942

SEC#:

801-118564

No. of Clients:

2348

Assets under Management

$334,796,134

No. of Advisors:

16

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