Chawn Francis Honkomp
Investment adviser representative at Merkle Retirement Planning
12 yearsExperience
2 statesRegistered in
$568.8MFirm assets
6 yearsFirm in business
Are you Chawn Francis Honkomp? Claim your profile
Contact this firm
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 PlanningJul 2019 to now
- Elite Retirement Planning, LLCJul 2019 to now
- Mrp InsuranceJul 2019 to now
- Chawn Honkomp Independent InsuranceMar 2018 to now
- Focus OnesourceMar 2018 to Jul 2019
- Rda Financial NetworkMar 2018 to Jul 2019
- United Planners Financial Services of AmericaFeb 2018 to Jul 2019
- Principal Life Insurance CompanyMay 2014 to Feb 2018
- Princor Financial Services CorporationMay 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 6334771
- Firm CRD
- 297942