Coyote Wealth
Financial Advisor

Merkle Retirement Planning

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated May 5, 2026.

Fee-Only Retirement Planning in Iowa

Johnston, IA

Is this your firm? Claim your free profile to add photos, services, credentials, and start collecting client reviews.

Claim This Profile →

About Merkle Retirement Planning

Merkle Retirement Planning is a Johnston, Iowa fee-only fiduciary RIA specializing exclusively in retirement planning and income strategies for Iowa families. Led by Loren Merkle, CFP and RICP, the firm provides comprehensive retirement income planning, Social Security optimization, Medicare strategy, and investment management to help Iowans transition confidently into and through retirement.

Services & Specialties

Services

Retirement Income Planning
Social Security Optimization
Medicare Strategy
Tax Withdrawals

Financial Advisor Specialties

Investment Management
Estate Planning

Be the First to Review

Have you worked with Merkle Retirement Planning? Share your experience.

Frequently Asked Questions

Why Trust Coyote Wealth

Every financial advisor on Coyote Wealth is reviewed against our editorial criteria before listing — no pay-to-play.

Verified Credentials

Active license status confirmed with state boards, SEC IAPD, and FINRA BrokerCheck.

Real Client Reviews

Reviews collected from verified clients. Spam detection and moderation applied.

💰

Transparent Fees

Listed firms disclose their fee structure. Firms that refuse to share are flagged.

🛡

Clean Record

Screened against SEC, FINRA, and state databases for disciplinary history.

Read our editorial standards →

Get in Touch

Pricing

flat

States Served

IA
NE
MN
SD

Is this your firm?

Claim this listing to manage your profile, respond to reviews, and access leads.