Kailey Ann Hanson
Investment adviser representative at Merkle Retirement Planning
12 yearsExperience
1 stateRegistered in
$568.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Merkle Retirement PlanningJun 2022 to now
- Mokosak Advisory GroupOct 2020 to Jun 2022
- UnemployedMay 2020 to Oct 2020
- Fas Corp.Sep 2019 to May 2020
- Financial Advisory Service, Inc.Sep 2019 to May 2020
- HyveeNov 2018 to Sep 2019
- Whole FoodsSep 2017 to Aug 2018
- Hyvee/starbucksOct 2016 to Jun 2017
- Sammons Financial GroupAug 2014 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IA).
Merkle Retirement Planning
Legal name: Elite Retirement Planning, LLC
$568.8MAssets managed
1,019Clients
14Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6190334
- Firm CRD
- 297942