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MERKLE RETIREMENT PLANNING

GRIMES, IA · CRD 297942 · IAPD ↗ · merkleplan.com · 515-278-4110

$568.8MRegulatory AUM
10Advisory reps
30Employees
1Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — MERKLE RETIREMENT PLANNING changed its website from anchor.fm to merkleplan.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2026 — MERKLE RETIREMENT PLANNING crossed $500M in regulatory AUM ($428.5M -> $568.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2026 — MERKLE RETIREMENT PLANNING grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2026 — MERKLE RETIREMENT PLANNING notice-filed in AZ, CA, FL, IL, MN, MO, NC, NE, TX, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — MERKLE RETIREMENT PLANNING reported RAUM up 28% ($334.8M -> $428.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — MERKLE RETIREMENT PLANNING grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — MERKLE RETIREMENT PLANNING reported RAUM up 28% ($260.6M -> $334.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.