Isaac Stadsvold
Advisor at Merkle Retirement Planning — Grimes, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Grimes, IA 50111
Merkle Retirement Planning
Team
Total advisors
15Clients per advisor
68 HighAvg AUM per client
$557,700 LowHNW client ratio
28% TypicalIsaac Stadsvold is a financial advisor at Merkle Retirement Planning in Grimes, IA. He holds a Series 65 credential and has been in the industry since 2026. His prior experience includes roles at Security National Bank, Midwest Heritage, and Amazon. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on asset allocation and model-driven portfolio management with discretionary authority to implement and rebalance strategies.
Based on Merkle Retirement Planning
Based on Merkle Retirement Planning
Fixed fee financial planning and consulting services based on scope and complexity; fees outlined in agreement; up to $1,200 max advance payment.
Insurance products sold through affiliated insurance agency generate commissions; commission rates vary by product and insurer.
Hourly financial planning and consulting fees vary by client, services, and IAR; advance retainer up to $1,200 may be required.
Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly rates vary by IAR and engagement, fixed fees depend on scope and complexity, up to $1,200 maximum advance payment allowed.
Grimes, IA
1860 SE Princeton Dr.
Grimes IA 50111
Advisors at this office
15
Iowa
< 1 year of industry experience
Merkle Retirement Planning
2026 - Present • 1 year
Grimes, IA
Security National Bank
2026 - 2026 • 1 year
Sioux City, IA
Midwest Heritage
2026 - 2026 • 1 year
West Des Moines, IA
Amazon
2025 - 2026 • 1 year
Ankeny, IA
Riverside Technologies
2025 - 2025 • 1 year
North Sioux City, SD
Iowa State University
2024 - Present • 2 years
Ames, IA
Bob and Ellen's
2024 - 2024 • 1 year
Lawton, IA
Grandview University
2023 - 2024 • 1 year
Des Moines, IA
Whispering Creed Golf Club
2023 - 2024 • 1 year
Sioux City, IA
Doordash
2023 - 2026 • 3 years
San Francisco, CA
Riverside Technologies, Inc.
2022 - 2023 • 1 year
North Sioux City, SD
Unemployed
2021 - 2022 • 1 year
Sioux City, IA
Menards
2021 - 2021 • 1 year
Sioux City, IA
Unemployed
2016 - 2021 • 5 years
Sioux City, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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