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Loren James Merkle

ManagerElite Retirement Planning, LLCCRD 3144188

About Loren James Merkle

Loren James Merkle is listed as Manager at Elite Retirement Planning, LLC in Grimes, IA. Form ADV reports a beneficial ownership band of Under 5%. Loren James Merkle is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Elite Retirement Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Loren James Merkle work?

Loren James Merkle is listed as Manager at Elite Retirement Planning, LLC on SEC Form ADV.

How much of Elite Retirement Planning, LLC does Loren James Merkle own?

Form ADV reports a beneficial ownership band of Under 5%.

Elite Retirement Planning, LLC

TitleManager
OwnershipUnder 5%
Control personYes
Since2018

Elite Retirement Planning, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2019

Elite Retirement Planning, LLC

TitleDirector, Vice President And Treasurer
OwnershipOver 75%
Control personYes
Since2018