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Merkle Retirement Planning

EST. AUM
$568,827,090

CONTACTS
1

CLIENT ACCOUNTS
2,896

Firm Details

Metro area Des Moines
CRD Number 297942
Website merkleretirementplanning.com
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Overview

Merkle is an RIA located north of Des Moines with a focus on retirement planning services. They work with AE Wealth Management who provides model portfolios that Merkle can utilize.

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Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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