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Alisha Lynne Mullin

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 2021-09-17
  • IA RA
    APPROVED
    Since 2021-09-17

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
Community Choice Credit Union Des Moines IA 03/2015 09/2016
Principal Life Insurance Co Des Moines IA 09/2016 04/2021
Principal Securities Des Moines IA 10/2016 01/2017
Principal Securities Des Moines IA 11/2017 04/2021
Elite Retirement Planning Grimes IA 04/2021 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-17
  • S65 Uniform Investment Adviser Law Examination
    2021-09-17

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
Stacey Lynn Perkins
JEREMY ALAN LYONS
Haley Lauren Danforth
Allyson Elizabeth Martens
Brady M Auderer
Katharine Bertness

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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