Allyson Martens has been an investment adviser representative at Elite Retirement Planning since January 2020, and is not listed among the firm’s executive officers or direct owners.
Elite Retirement Planning, LLC is a Grimes, IA firm with $569M under management, 1,019 clients and 10 advisers in one office, as of its March 2026 filing.
- Merkle Retirement PlanningCurrent– present · 6 yearsGrimes, IA · Adviser representative · Firm CRD 297942
Investment adviser representative registrations
Allyson Martens is registered as an investment adviser representative in Iowa, since January 2020.
- IowaSince 15 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Allyson Elizabeth Martens
- CRD
- 7217477
- Firm
- Elite Retirement Planning · CRD 297942
- Office
- 1860 SE PRINCETON DR, Grimes, IA 50111
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Allyson Martens work?
Allyson Martens is an investment adviser representative registered through Elite Retirement Planning, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Allyson Martens a financial advisor?
Yes. Allyson Martens has a current investment-adviser registration in Iowa, through Elite Retirement Planning since January 2020.
How many years of experience does Allyson Martens have?
Allyson Martens has 6 years in the financial industry, since January 2020, across 1 adviser firm.
What exams has Allyson Martens passed?
Allyson Martens passed the Series 65 in December 2018.
Where is Allyson Martens based?
Allyson Martens’ registered office is in Grimes, IA.
Is Allyson Martens registered with FINRA?
No. Allyson Martens has no current broker registration.
How can I verify Allyson Martens’ record?
Search CRD 7217477 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allyson Martens’ full registration record.