Isaac Stadsvold has been an investment adviser representative at Elite Retirement Planning since October 2026, 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 · under a yearGrimes, IA · Adviser representative · Firm CRD 297942
Investment adviser representative registrations
Isaac Stadsvold is registered as an investment adviser representative in Iowa, since October 2026.
- IowaSince 8 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 2026 |
| SIE | Securities Industry Essentials Examination | 22 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8276841
- Firm
- Elite Retirement Planning · CRD 297942
- Office
- 1860 SE PRINCETON DR, Grimes, IA 50111
- Registration
- Investment adviser registration
- In the industry since
- October 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Isaac Stadsvold work?
Isaac Stadsvold is an investment adviser representative registered through Elite Retirement Planning, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Isaac Stadsvold a financial advisor?
Yes. Isaac Stadsvold has a current investment-adviser registration in Iowa, through Elite Retirement Planning since October 2026.
How many years of experience does Isaac Stadsvold have?
Isaac Stadsvold has 0 years in the financial industry, since October 2026, across 1 adviser firm.
What exams has Isaac Stadsvold passed?
Isaac Stadsvold has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in October 2025.
Where is Isaac Stadsvold based?
Isaac Stadsvold’s registered office is in Grimes, IA.
Is Isaac Stadsvold registered with FINRA?
No. Isaac Stadsvold has no current broker registration.
How can I verify Isaac Stadsvold’s record?
Search CRD 8276841 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Isaac Stadsvold’s full registration record.