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Inactive

Kailey Ann Hanson

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 2022-11-22
  • IA RA
    APPROVED
    Since 2022-11-22

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
Financial Advisory Service, Inc. Leawood KS 09/2019 05/2020
Fas Corp. Leawood KS 09/2019 05/2020
Sammons Financial Group West Desmoines IA 08/2014 09/2019
Whole Foods West Desmoines IA 09/2017 08/2018
Hyvee/Starbucks West Desmoines IA 10/2016 06/2017
Hyvee Prairie Village KS 11/2018 09/2019
Unemployed Kansas City MO 05/2020 10/2020
Mokosak Advisory Group Urbandale IA 10/2020 06/2022
Merkle Retirement Planning Grimes IA 06/2022 Present
  • 09/2019 → 05/2020
    Financial Advisory Service, Inc.
    Leawood, KS
  • 09/2019 → 05/2020
    Fas Corp.
    Leawood, KS
  • 08/2014 → 09/2019
    Sammons Financial Group
    West Desmoines, IA
  • 09/2017 → 08/2018
    Whole Foods
    West Desmoines, IA
  • 10/2016 → 06/2017
    Hyvee/Starbucks
    West Desmoines, IA
  • 11/2018 → 09/2019
    Hyvee
    Prairie Village, KS
  • 05/2020 → 10/2020
    Unemployed
    Kansas City, MO
  • 10/2020 → 06/2022
    Mokosak Advisory Group
    Urbandale, IA
  • 06/2022 → Present
    Merkle Retirement Planning
    Grimes, IA
Other Businesses

- Financial Advisory Service, Inc., Leawood, KS - Client Service Administrator; investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-22
  • S65 Uniform Investment Adviser Law Examination
    2022-11-22
Other Names
  • Kailey Ann Short

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
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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