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Brady M Auderer

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 2023-03-17
  • IA RA
    APPROVED
    Since 2023-03-17

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
Fareway Webster City IA 03/2016 05/2019
Stark Ag. Woolstock IA 05/2019 01/2022
Hy-Vee Ames IA 03/2022 05/2022
Merkle Retirement Planning Grimes IA 05/2022 12/2022
Merkle Retirement Planning Grimes IA 12/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17

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
Melissa Ann Gray
ALISHA LYNNE MULLIN
Stacey Lynn Perkins
JEREMY ALAN LYONS
Haley Lauren Danforth
Allyson Elizabeth Martens
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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