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Melissa Ann Gray

Merkle Retirement Planning

Grimes, IA

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Current Employers
Merkle Retirement Planning

1860 Se Princeton Dr, Grimes, IA 50111 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2021-05-10
  • IA RA
    APPROVED
    Since 2021-05-10

Branch Locations

1860 Se Princeton Dr, Grimes, IA 50111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors Des Moines IA 09/2014 07/2018
Elite Retirement Planning Grimes IA 10/2019 Present
Unemployed Johnston IA 07/2018 10/2019
  • 09/2014 → 07/2018
    Voya Financial Advisors
    Des Moines, IA
  • 10/2019 → Present
    Elite Retirement Planning
    Grimes, IA
  • 07/2018 → 10/2019
    Unemployed
    Johnston, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-10
  • S65 Uniform Investment Adviser Law Examination
    2021-05-10
Other Names
  • Missy Ann Weiss
  • Missy A Gray
  • Missy A Weiss
  • Melissa A Weiss
  • Melissa Ann Weiss
  • Melissa A Gray
  • Missy Ann Gray

View on SEC IAPD

Other Firms

U.S. BANCORP ADVISORS, LLC
COMPOUND PLANNING, INC.
APEXEDGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT WEALTH NETWORK, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

LOREN JAMES MERKLE
ALISHA LYNNE MULLIN
Stacey Lynn Perkins
JEREMY ALAN LYONS
Haley Lauren Danforth
Allyson Elizabeth Martens
Brady M Auderer
Katharine Bertness

Other Offices

U.S. BANCORP ADVISORS, LLC · Grimes, IA
COMPOUND PLANNING, INC. · Johnston, IA
APEXEDGE LLC · GRIMES, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Grimes, IA
CETERA INVESTMENT ADVISERS LLC · Johnston, IA
INDEPENDENT WEALTH NETWORK, INC. · Grimes, IA
EDWARD JONES · GRIMES, IA
AMERIPRISE FINANCIAL SERVICES, LLC · Johnston, IA

More in Grimes, IA

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