| Name | Title | Ownership | Since |
|---|---|---|---|
| Loren James Merkle Control | Chief Compliance Officer | Under 5% | 2019 |
| Loren James Merkle Control | Manager | Under 5% | 2018 |
| Mrp Holdings, Inc. Control | Member And Direct Owner | Over 75% | 2018 |
Elite Retirement Planning, LLC reports $428.5 million in regulatory assets under management on its Form ADV.
Elite Retirement Planning, LLC reports 30 employees.
Elite Retirement Planning, LLC is based in Grimes, IA and has been SEC-registered since 2020.
Elite Retirement Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1860 SE Princeton Dr, Grimes, IA 50111 |
| Phone | 515-278-4110 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $428.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $428.5M |