ELITE RETIREMENT PLANNING, LLC
Legal name: MERKLE RETIREMENT PLANNING
CRD #297942 SEC #801-118564 GRIMES, IA 515-278-4110
SEC Registered
Total AUM
$428.5M
Discretionary
$428.5M
Employees
30
Clients
10
Accounts
2,475
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERKLE, LOREN, JAMES | I | MANAGER | NA | Control |
| MERKLE, LOREN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
| MRP HOLDINGS, INC. | DE | MEMBER AND DIRECT OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
| MERKLE, LOREN, JAMES | I | MRP HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
IA
Address
1860 SE PRINCETON DRGRIMES, IA 50111
United States
Phone: 515-278-4110