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Stacey Lynn Perkins

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 2025-06-20
  • IA RA
    APPROVED
    Since 2025-06-20

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
Farm Bureau Financial Services West Des Moines IA 06/2013 08/2018
Robert Half Des Moines IA 08/2018 02/2019
Farm Bureau Wets Des Moines IA 02/2019 05/2021
Gilbert And Cook Inc West Des Moines IA 05/2021 12/2023
Fbl Marketing Services West Des Moines IA 03/2017 08/2018
Fbl Marketing Services Llc West Des Moines IA 02/2019 05/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2023 05/2024
Northwestern Mutual Investment Services Llc W Des Moines IA 12/2023 05/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2024 05/2024
Merkle Retirement Planning Grimes IA 08/2024 Present
  • 06/2013 → 08/2018
    Farm Bureau Financial Services
    West Des Moines, IA
  • 08/2018 → 02/2019
    Robert Half
    Des Moines, IA
  • 02/2019 → 05/2021
    Farm Bureau
    Wets Des Moines, IA
  • 05/2021 → 12/2023
    Gilbert And Cook Inc
    West Des Moines, IA
  • 03/2017 → 08/2018
    Fbl Marketing Services
    West Des Moines, IA
  • 02/2019 → 05/2021
    Fbl Marketing Services Llc
    West Des Moines, IA
  • 12/2023 → 05/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2023 → 05/2024
    Northwestern Mutual Investment Services Llc
    W Des Moines, IA
  • 03/2024 → 05/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2024 → Present
    Grimes, IA
Other Businesses

SALES, BODI, 5107 SW WILDFLOWER DR, ANKENY, , IOWA, 50023, UNITED STATES OF AMERICA, MULTI-LEVEL-MARKETING, START DATE: 5/30/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PASSIVE INCOME - MY CUSTOMERS HAVE AN ANNUAL SUBSCRIPTION TO ONLINE WORKOUTS AND SOME BUY PRODUCTS SUCH AS PRE-WORKOUT AND PROTEIN SHAKES ON SUBSCRIPTION, non investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
S63 Uniform Securities Agent State Law Examination 2024-01-29
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07
  • S63 Uniform Securities Agent State Law Examination
    2024-01-29
Other Names
  • Stacey Lynn Mundy
  • Stacey Lynn Perkins
  • Stacey Mundy
  • Stacey Mundy
  • Stacey Perkins
  • Stacey Perkins

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