Brady Auderer has been an investment adviser representative at Elite Retirement Planning since March 2023, and is not listed among the firm’s executive officers or direct owners. Brady Auderer studied at Iowa State University.
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.
Brady Auderer is a Retirement Planner at Merkle Retirement Planning, based in Grimes, Iowa. He talks with clients about their situation and goals and conducts detailed financial analyses to develop personalized retirement strategies. He began at the firm as an intern while attending Iowa State University and moved into a full-time role after graduating.
- Merkle Retirement PlanningCurrent– present · 3 yearsGrimes, IA · Adviser representative · Firm CRD 297942
Investment adviser representative registrations
Brady Auderer is registered as an investment adviser representative in Iowa, since March 2023.
- IowaSince 17 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brady M Auderer
- CRD
- 7360220
- Firm
- Elite Retirement Planning · CRD 297942
- Office
- 1860 SE PRINCETON DR, Grimes, IA 50111
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- merkleretirementplanning.com
Where does Brady Auderer work?
Brady Auderer is an investment adviser representative registered through Elite Retirement Planning, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Brady Auderer a financial advisor?
Yes. Brady Auderer has a current investment-adviser registration in Iowa, through Elite Retirement Planning since March 2023.
How many years of experience does Brady Auderer have?
Brady Auderer has 3 years in the financial industry, since March 2023, across 1 adviser firm.
What exams has Brady Auderer passed?
Brady Auderer passed the Series 65 in March 2023.
Where is Brady Auderer based?
Brady Auderer’s registered office is in Grimes, IA.
Is Brady Auderer registered with FINRA?
No. Brady Auderer has no current broker registration.
How can I verify Brady Auderer’s record?
Search CRD 7360220 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brady Auderer’s full registration record.