Kailey Hanson has been an investment adviser representative at Elite Retirement Planning since November 2022, 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 · 3 yearsGrimes, IA · Adviser representative · Firm CRD 297942
Investment adviser representative registrations
Kailey Hanson is registered as an investment adviser representative in Iowa, since November 2022.
- IowaSince 22 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2022 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 May 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kailey Ann Hanson
- CRD
- 6190334
- Firm
- Elite Retirement Planning · CRD 297942
- Office
- 1860 SE PRINCETON DR, Grimes, IA 50111
- Registration
- Investment adviser registration
- In the industry since
- November 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Kailey Hanson work?
Kailey Hanson is an investment adviser representative registered through Elite Retirement Planning, LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kailey Hanson a financial advisor?
Yes. Kailey Hanson has a current investment-adviser registration in Iowa, through Elite Retirement Planning since November 2022.
How many years of experience does Kailey Hanson have?
Kailey Hanson has 3 years in the financial industry, since November 2022, across 1 adviser firm.
What exams has Kailey Hanson passed?
Kailey Hanson has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in May 2013.
Where is Kailey Hanson based?
Kailey Hanson’s registered office is in Grimes, IA.
Is Kailey Hanson registered with FINRA?
No. Kailey Hanson has no current broker registration.
How can I verify Kailey Hanson’s record?
Search CRD 6190334 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kailey Hanson’s full registration record.