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
| Title | Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Elite Retirement Planning, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Elite Retirement Planning, LLC
| Title | Director, Vice President And Treasurer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |