Haley Danforth 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
Haley Danforth is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2020; the most recent is Texas, in February 2026.
- IowaSince 10 January 2020
- TexasResidentSince 12 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 January 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Haley Lauren Danforth
- CRD
- 7217466
- 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 Haley Danforth work?
Haley Danforth 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 Haley Danforth a financial advisor?
Yes. Haley Danforth has a current investment-adviser registration in Iowa and Texas, through Elite Retirement Planning since January 2020.
How many years of experience does Haley Danforth have?
Haley Danforth has 6 years in the financial industry, since January 2020, across 1 adviser firm.
What exams has Haley Danforth passed?
Haley Danforth passed the Series 65 in January 2019.
Where is Haley Danforth based?
Haley Danforth’s registered office is in Grimes, IA.
Is Haley Danforth registered with FINRA?
No. Haley Danforth has no current broker registration.
How can I verify Haley Danforth’s record?
Search CRD 7217466 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Haley Danforth’s full registration record.