# ELITE RETIREMENT PLANNING, LLC

ELITE RETIREMENT PLANNING, LLC of GRIMES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 297942
- Type: SEC-registered investment adviser
- SEC file number: 801-118564
- Location: 1860 SE PRINCETON DR, GRIMES, IA, 50111
- Phone: 515-278-4110
- Latest filing: 2026-03-30
- Regulatory AUM: $568.8M
- Discretionary AUM: $568.8M
- Clients: 30
- Accounts: 2,896

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (2)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297942/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297942/similar
- Related entities: https://search.stillhousedata.com/firm/297942/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297942

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.