Alisha Lynne Mullin

Employer firm

Merkle Retirement Planning CRD 297942

$569M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 09/2016
  Community Choice Credit Union
  Des Moines, IA
• 09/2016 → 04/2021
  Principal Life Insurance Co
  Des Moines, IA
• 10/2016 → 01/2017
  Principal Securities
  Des Moines, IA
• 11/2017 → 04/2021
  Principal Securities
  Des Moines, IA
• 04/2021 → Present
  Elite Retirement Planning
  Grimes, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-17