RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
L•••• J•••• M•••••
- Title
- CFP®, RICP®, Certified Financial Fiduciary®, Founder & CEOreportedmerkleretirementplanning.comfirm site, Sep 15, 2026
- Designations
- CFPreportedmerkleretirementplanning.comas printed on the bio page, Sep 16, 2026
- Founder
- “Loren Merkle – Founder & CEO Skip to content”reportedmerkleretirementplanning.comthe sentence on the bio page
- Years, as the firm states
- 27reportedmerkleretirementplanning.com“With more than 27 years of experience in the financial industry, Loren has helped hundreds of families prepare for retirement.”
- Professional profile
- merkleretirementplanning.com/team-members/loren-merklereportedmerkleretirementplanning.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M••••• R••••••••• P••••••• independent RIA currentsince Aug 20, 2018 · Grimes, Ia
- G••••• F•••••••• P•••••• C••••••• I••• formerDec 2, 2011 to Aug 22, 2018 · Johnston, Ia
- I••••••••• A••••••• C••• formerJul 8, 2011 to Dec 14, 2011 · Johnston, Ia
- P•••••••• S••••••••• I••• BD affiliatedFeb 25, 2005 to Sep 11, 2006 · Des Moines, Ia
- G••••• F•••••••• P•••••• C••••••• I••• to M••••• R••••••••• P•••••••left Aug 22, 2018, registered Aug 20, 2018 (-2 days) · Affiliated broker-dealer or bank to independent RIA
- I••••••••• A••••••• C••• to G••••• F•••••••• P•••••• C••••••• I•••left Dec 14, 2011, registered Dec 2, 2011 (-12 days) · Other
- P•••••••• S••••••••• I••• to I••••••••• A••••••• C•••left Sep 11, 2006, registered Jul 8, 2011 (1761 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address