Merkle Retirement Planning

  • Finance / Investments
1860 SE Princeton Dr.
Grimes, IA 50111
(515) 278-1006
Hours:
Monday - Thursday 8 a.m. to 5 p.m.
Friday 8 a.m. to 4 p.m.

  • About

    Merkle Retirement Planning serves pre-retirees and retirees with a focus on retirement income planning. Merkle Retirement Planning provides tax, investment, legacy and health care planning services.

  • Jobs

    Client Servicing Specialist, Merkle Retirement Planning
    Category: Financial Services
    Position Description: The Client Servicing Specialist plays a pivotal role in helping Merkle Retirement Planning families bring their retirement visions to life and keep their retirement plans on track. Serving as a vital link between the Retirement Planners and clients, the Client Servicing Specialist is entrusted with the responsibility of delivering exceptional customer interactions that ...read more

    Contact

    Katie Bertness
    hiring@merkleteam.com
    Phone:(515) 278-1006
    Client Experience Specialist
    Category: Financial Services
    Client Experience Specialist Job Description: The Client Experience Specialist is responsible for delivering a world-class, welcoming experience for every client, prospect, and guest who interacts with Merkle Retirement Planning. This role ensures in-office visits, events, and client communications are handled with professionalism, warmth, and precision. This position is ideal for someone ...read more

    Contact

    Katie Bertness
    hiring@merkleteam.com
    Phone:(515) 278-1006

  • Whom to Contact

    • Allyson Braun
      Chief Operating Officer
      1860 SE Princeton Dr.
      Grimes, IA 50111
      Phone: (515) 278-1006
      Send an Email
    • Kristen Koenig
      Client Relations Specialist
      1860 SE Princeton Dr.
      Grimes, IA 50111
      Phone: (515) 278-1006
      Send an Email

  • Directions

    Merkle Retirement Planning is on the east side of Highway 141 in Grimes. We are just north of 80/35.