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SP

Stacey L. Perkins

MERKLE RETIREMENT PLANNING
Grimes, IA 50111
Some features on this profile are disabled
CRD#: 6762144
SP

Professional summary

Stacey Lynn Perkins, who also goes by Stacey Lynn Mundy, Stacey Mundy, Stacey Perkins, is a registered financial advisor currently at MERKLE RETIREMENT PLANNING located in Grimes, Iowa.

Stacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Stacey has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, Series 99TO, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stacey Lynn Mundy | Stacey Mundy | Stacey Perkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SALES, BODI, 5107 SW WILDFLOWER DR, ANKENY, , IOWA, 50023, UNITED STATES OF AMERICA, MULTI-LEVEL-MARKETING, START DATE: 5/30/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PASSIVE INCOME - MY CUSTOMERS HAVE AN ANNUAL SUBSCRIPTION TO ONLINE WORKOUTS AND SOME BUY PRODUCTS SUCH AS PRE-WORKOUT AND PROTEIN SHAKES ON SUBSCRIPTION, non investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Lynn Perkins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 20, 2025 - Present

MERKLE RETIREMENT PLANNING

Office #1: 1860 Se Princeton Dr, Grimes, IA 50111
RIA
CRD#: 297942
Grimes, IA
Past

December 19, 2023 - June 7, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
W DES MOINES, IA
Past

February 12, 2019 - May 14, 2021

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA
Past

May 18, 2017 - August 24, 2018

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MR
MERKLE RETIREMENT PLANNING
ELITE RETIREMENT PLANNING, LLC | MERKLE RETIREMENT PLANNING

CRD#: 297942 / SEC#: 801-118564

RIA
Registered Investment Advisory firm - (4/27/2020 Approved)
Iowa
Registered Investment Advisory firm - (4/29/2020 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(6/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/7/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/29/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/15/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 10/15/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 8/24/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/18/2017
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 10/15/2023
Investment Company Products/Variable Contracts Principal Examination

Current Firm

MR
MERKLE RETIREMENT PLANNING
ELITE RETIREMENT PLANNING, LLC | MERKLE RETIREMENT PLANNING

CRD#: 297942 / SEC#: 801-118564

RIA
Registered Investment Advisory firm - (4/27/2020 Approved)
Iowa
Registered Investment Advisory firm - (4/29/2020 Terminated)
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Contact information

Main Address
1860 Se Princeton Dr, Grimes, IA 50111
Mailing Address
Phone number
(515) 278-4110
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,475
AUM (Assets Under Management)$ 428,547,783

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERKLE RETIREMENT PLANNING

CRD#: 297942Grimes, IA 50111

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