ELITE RETIREMENT PLANNING, LLC of GRIMES, IA is an SEC-registered investment adviser (CRD 297942). Regulatory assets under management: $568.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Loren James Merkle | CHIEF COMPLIANCE OFFICER; DIRECTOR, VICE PRESIDENT AND TREASURER; MANAGER | — |
| MERKLE LOREN JAMES | CHIEF COMPLIANCE OFFICER; DIRECTOR, VICE PRESIDENT AND TREASURER; MANAGER | — |