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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VitalOptima harbor +more
- Established Date
- 07-31-2018
- Office Locations
- 1
Office Locations
About Merkle Retirement Planning
Merkle Retirement Planning is an Iowa-based retirement-focused advisory firm helping individuals and families plan for lifestyle, income, investments, taxes, health care, and legacy, with an emphasis on long-term client relationships. The team provides holistic retirement planning and investment guidance and supports clients through multiple retirement milestones, including via its “Retiring Today” magazine. Custody is supported through major platforms such as Schwab and Fidelity.
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Owner & Executives
LOREN JAMES MERKLE
Chief Executive Officer, Founder, Manager
- CRD
- #3144188
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Brady M Auderer
Director
- CRD
- #7360220
Katharine Bertness
--
- CRD
- #7409200
Zenith peak
Pioneer matrix beacon
- CRD
- #54913
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $568,827,090 | $196,418 |
| Non-Discretionary | $0 | -- |
| Total | $568,827,090 | $196,418 |
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Separately Managed Accounts
Total SMA Asset: $568,827,090
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,193,687,341 | 31.2% |
| Equity - Exchange | $3,142,878,979 | 44.7% |
| Cash | $1,694,482,849 | 24.1% |
| Total | $7,031,049,169 | 100.0% |