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1860 Se Princeton Dr, Grimes, IA 50111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-12 |
| IA | RA | APPROVED | 2018-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital | Sarasota | FL | 12/2011 | 07/2018 |
| Elite Retirement Planning, Llc | Johnston | IA | 08/2018 | Present |
| Mrp Insurance, Llc | Johnston | IA | 06/2018 | Present |
| Merkle Retirement Planning, Llc | Johnston | IA | 05/2011 | Present |
| Elite Retirement Planning, Llc | Johnston | IA | 06/2018 | Present |
Owner of MRP Holdings, Inc. This is a holding company which owns Merkle Retirement Planning, LLC (a Branding Company), MRP Insurance, LLC (an insurance agency), Merkle Real Estate, LLC (A company which owns the office building), and Elite Retirement Planning. Approximately 50% of time is spent outside of Elite Retirement Planning. Independent Insurance Agent- can receive commissions and trails. Merkle Tax Solutions, LLC, Not Investment Related, Same Address, Nature: Tax Preparation, Position/Title/Relationship/Duties: Owner, Start Date: 05/13/2024, Approximate Hours per Month: 10, Hours during Trading Hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-02 |
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