Loren Merkle
Loren Merkle is a CFP-designated registered investment advisor at Merkle Retirement Planning, based in Grimes, IA, with 16 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 864 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merkle Retirement Planning's fees for investment management are based on a percentage of the value of your portfolio. The exact fee is negotiable and can be up to 2.00% annually. The fee includes a portion for AE Wealth Management and the model portfolio manager, if applicable. Fees are deducted from your account monthly. This is a wrap fee program, so you generally won't pay separate commissions or custodial fees. However, you may incur charges from mutual funds or ETFs within your portfolio.
Location
1860 SE Princeton Dr., Grimes, IA, 50111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Loren owns MRP Holdings, Inc., a holding company with several subsidiaries including an insurance agency (MRP Insurance, LLC) and a real estate company. Loren also owns Merkle Tax Solutions, LLC and spends about half of their time on these outside activities, including a few hours per week on tax preparation.
Employment History
Current Registrations
Merkle Retirement Planning
Previous Registrations
Global Financial Private Capital, LLC
Investment Advisors CORP
Princor Financial Services Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.