Inactive

Katharine Bertness

Merkle Retirement Planning

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Current Employers

Merkle Retirement Planning

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

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2022-12-05

IA RA
APPROVED

Since 2022-12-05

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

Organization	City	State	From	To
Merkle Retirement Planning	Grimes	IA	03/2021	Present
Mercer	Urbandale	IA	06/2018	03/2021
Pagliai's Pizza	Johnston	IA	04/2015	05/2019

03/2021 → Present

Merkle Retirement Planning

Grimes, IA
06/2018 → 03/2021

Mercer

Urbandale, IA
04/2015 → 05/2019

Pagliai's Pizza

Johnston, IA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-03

S65 Uniform Investment Adviser Law Examination

2022-12-03

View on SEC IAPD

Other Firms

U.S. BANCORP ADVISORS, LLC

COMPOUND PLANNING, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

INDEPENDENT WEALTH NETWORK, INC.

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

Brady M Auderer

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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