Merkle Retirement Planning Information
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Merkle Retirement Planning
Summary
We are a retirement planning firm focused on helping people maximize their retirement savings both to and through retirement with our Merkle Retirement Method....Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Length of Employment
Employee tenure at Merkle Retirement Planning shows a diverse range of experience levels:
6% have been with the company for less than 1 year29% for 1–2 years35% for 3–4 years24% for 5–7 years6% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Merkle Retirement Planning
Jeremy Lyons
Retirement Planner
Molly Nelson
TV Show Host and Content Strategist
Stacey Perkins
Director of Client Servicing
Thomas Benjamin
Video Production Specialist
Clint Huntrods
Retirement Planner
Loren Merkle
Founder
Mallory Wilsey
Client Onboarding Specialist
Kyria Cutler
Director of Client Experience
Allyson Braun
Chief Operating Officer
Richelle Smith
Director of Creative
Julie Wagner
Compliance Officer
Abby Huntrods
Adviser
Kristen Koenig
Strategic Operations Manager
Anna Stork
Creative Strategist
Alisha Mullin
Retirement Paraplanner
AnnaMarie Morrow
Director of Medicare
Katharine Bertness
Senior Client Servicing Specialist
Lydia Broadhead
Client Experience Specialist
Jordynn Wesselink
Client Engagement Specialist
Nathan Buckallew
Client Onboarding Specialist
Brady Auderer
Retirement Paraplanner
Grant DeMeulenaere
Retirement Tax Strategist
Advija Jusufovic
Client Servicing/Tax Preparation Coordinator
Abigail King
Digital Marketing Intern
Nkiru Nwachukwu
Client Servicing Specialist
Sheila Timmerman
Client Experience Specialist
Shane Maleonskie
Financial Planning Intern
Aidan Fredericks
Financial Planning Intern
Dean Schmitz
Director of Planning
Mollie Foth
Client Engagement Specialist
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FAQ
Merkle Retirement Planning operates in the Financial Services industries. More details can be found on the official website: MerkleRetirementPlanning.com.
The headquarters of Merkle Retirement Planning are located in Grimes, United States.
Merkle Retirement Planning currently employs 10-50 people.
