Merkle Retirement Planning

Financial Services • Grimes, Iowa, United States • 21-50 Employees

Company overview

Headquarters	1860 SE Princeton Dr, Grimes, Iowa 50111, US
Phone number	+120192023
Websites	merkleretirementplanning.com merkleplan.com
NAICS	52
SIC	628
Employees	21-50
Socials

Key Contacts at Merkle Retirement Planning

Loren Merkle

Founder

Stacey Perkins

Director Of Client Servicing

Dean Schmitz

Director Of Planning

Richelle Smith

Director Of Creative

Kyria Cutler

Director Of Client Experience

Annamarie Morrow

Director Of Medicare

Merkle Retirement Planning Email Formats

Merkle Retirement Planning uses 1 email format. The most common is {first name} (e.g., john@merkleplan.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@merkleplan.com	100%

About Merkle Retirement Planning

We are a retirement planning firm focused on helping people maximize their retirement savings both to and through retirement with our Merkle Retirement Method.

Merkle Retirement Planning revenue & valuation

Annual revenue	$2,823,315
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,100,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Intern

Employees by Department

Merkle Retirement Planning has 11 employees across 6 departments.

Departments

Number of employees

Funding Data

Merkle Retirement Planning has never raised funding before.

Merkle Retirement Planning Tech Stack

Discover the technologies and tools that power Merkle Retirement Planning's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

reCAPTCHA

Security

Astra

WordPress themes

Gravity Forms

Form builders

Animate.css

UI frameworks

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

The Events Calendar

WordPress plugins

Google Tag Manager

Tag managers

Frequently asked questions

Merkle Retirement Planning is located in Grimes, Iowa, US.

You can reach Merkle Retirement Planning at +120192023.

Merkle Retirement Planning has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.