Katharine Bertness
Investment adviser representative at Merkle Retirement Planning
11 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
11 years in the industry.
- Merkle Retirement PlanningMar 2021 to now
- MercerJun 2018 to Mar 2021
- Pagliai's PizzaApr 2015 to May 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
- 7409200
- Firm CRD
- 297942