Merkle Retirement Planning

Loren Merkle is a CFP® professional with 16 years of industry experience, currently serving at Merkle Retirement Planning. He has worked with Elite Retirement Planning, LLC and Global Financial Private Capital. Merkle is the owner of MRP Holdings, Inc., which includes several related businesses such as a tax preparation firm and an insurance agency. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning, discretionary asset management through model portfolios and direct security management, and offers client education through workshops, newsletters, and media appearances.

Haley Danforth is a financial advisor at Merkle Retirement Planning with six years of industry experience. She holds a Series 65 credential and has worked at Elite Retirement Planning since 2018. Outside of advising, Danforth serves as Chair of the West Des Moines Chamber's Young Professionals Program and is the Alumni Chair for the West Des Moines Leadership Academy advisory council. Merkle Retirement Planning provides investment advisory and financial planning services to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning and offers discretionary asset management through model portfolios and direct security management, with operational implementation delegated to a sub-advisor.

Melissa Gray is a financial advisor at Merkle Retirement Planning with 23 years of industry experience. She holds a Series 65 designation and has worked at Elite Retirement Planning since 2019, following a tenure at VOYA Financial Advisors from 2014 to 2018. Merkle Retirement Planning serves individuals, retirement-plan sponsors, trusts, and other entities, offering tailored financial planning, discretionary asset management, and retirement-plan consulting under ERISA standards. The firm uses a model-driven investment approach combined with direct security management and provides client education through workshops, webinars, and media appearances.

Chawn Honkomp is a financial advisor at Merkle Retirement Planning with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Princor Financial Services Corporation and United Planners Financial Services of America. Outside of his advisory role, he operates an independent insurance agency focused on non-variable insurance products. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Allyson Martens is a Series 65-licensed financial advisor with six years of industry experience. She has worked at Elite Retirement Planning, LLC since 2017 and has prior experience in media and retail. Outside of financial advising, she serves as a primary props and set designer at the Des Moines Playhouse. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning and offers discretionary asset management through model portfolios and direct security management, with operational implementation delegated to a sub-advisor.

Brady Auderer is a financial advisor at Merkle Retirement Planning with three years of industry experience. He holds a Series 65 designation and has previously worked at Hy-Vee, Stark Ag., Fareway, and Webster City Middle School. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management using model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Ryan Bierma is a financial advisor at Merkle Retirement Planning in Grimes, Iowa, holding a Series 65 designation with three years of industry experience. He has been with Merkle Retirement Planning since 2021, following a period as a student. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Clint Huntrods is a financial advisor at Merkle Retirement Planning with three years of industry experience. He holds a Series 65 designation and previously worked at Simpson College and the University of Iowa. Outside of advisory work, he is the owner of Stone Ridge Farms, LLC, a farming operation where he manages land and farming activities. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Jeremy Lyons is a financial advisor at Merkle Retirement Planning with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including J. Lyons Capital, LLC, IFP Securities, LLC, Independent Financial Partners, Advantage Investment Management LLC, and LPL Financial LLC. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, and trusts. The firm emphasizes individualized planning and offers discretionary asset management through model portfolios and direct security management, with operational implementation delegated to a sub-advisor.

Katharine Bertness is a financial advisor at Merkle Retirement Planning with a Series 65 credential and three years of industry experience. She previously worked at Mercer from 2018 to 2021 and has experience outside finance at Pagliai's Pizza. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning through model portfolios, tactical and strategic asset allocation, and direct-indexing, while offering educational workshops and maintaining a media presence.

Alisha Mullin is a financial advisor with Merkle Retirement Planning in Grimes, IA, holding a Series 65 designation and seven years of industry experience. She has worked at Elite Retirement Planning since 2021 and previously held roles at Principal Securities and Principal Life Insurance Co. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management using model portfolios and direct securities management, and retirement-plan consulting under ERISA standards.

Kailey Hanson is a financial advisor at Merkle Retirement Planning with three years of industry experience. She holds a Series 65 designation and has previously worked at Mokosak Advisory Group and Sammons Financial Group. Hanson also serves as a Client Service Administrator at Financial Advisory Service, Inc. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.

Stacey Perkins is a financial advisor at Merkle Retirement Planning with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Gilbert and Cook Inc. Outside of her advisory role, she is involved in a multi-level marketing business focused on online workout subscriptions and related products. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm emphasizes individualized planning and offers asset management through model portfolios and direct security management, supported by third-party model providers and a sub-advisor.