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Inactive

Ryan Nicklaus Bierma

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 2022-05-02
  • IA RA
    APPROVED
    Since 2022-05-02

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
Merkle Retirement Planning Grimes IA 10/2021 09/2024
Student Waukee IA 08/2014 12/2020
Merkle Retirement Planning Grimes IA 09/2024 Present
Unemployed Iowa City IA 12/2020 10/2021
Other Businesses

Name: RLBR Holdings, LLC | Investment Related: No | Nature: Leasing rental properties | Title: Treasurer | Start Date: Pending Succession Planning| Duties: None | Investment Related: No | Address: 309 Court Ave, Ste 107, Des Moines IA 50309 | Hours per month, 0 | Hours during trading hours, 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-30
  • S65 Uniform Investment Adviser Law Examination
    2022-04-30

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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