Melissa Gray has been an investment adviser representative at Elite Retirement Planning since May 2021, 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 · 5 yearsGrimes, IA · Adviser representative · Firm CRD 297942
Investment adviser representative registrations
Melissa Gray is registered as an investment adviser representative in Iowa, since May 2021.
- IowaSince 10 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 May 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 6 April 2009 |
| Series 51 | Municipal Fund Securities Principal Examination | 29 August 2006 |
| Series 24 | General Securities Principal Examination | 25 November 2002 |
| Series 7 | General Securities Representative Examination | 30 September 2002 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 25 January 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 November 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Melissa Ann Gray
- CRD
- 4008891
- Firm
- Elite Retirement Planning · CRD 297942
- Office
- 1860 SE PRINCETON DR, Grimes, IA 50111
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Melissa Gray work?
Melissa Gray is an investment adviser representative registered through Elite Retirement Planning, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Melissa Gray a financial advisor?
Yes. Melissa Gray has a current investment-adviser registration in Iowa, through Elite Retirement Planning since May 2021.
How many years of experience does Melissa Gray have?
Melissa Gray has 24 years in the financial industry, since July 2002, across 1 adviser firm.
What exams has Melissa Gray passed?
Melissa Gray has passed 7 licensing exams: the Series 6, Series 26, Series 7, Series 24, Series 51, Series 53 and Series 65. The earliest, the Series 6, was passed in November 1999. FINRA credited Melissa Gray with the SIE, which began in October 2018.
Where is Melissa Gray based?
Melissa Gray’s registered office is in Grimes, IA.
Is Melissa Gray registered with FINRA?
No. Melissa Gray has no current broker registration.
How can I verify Melissa Gray’s record?
Search CRD 4008891 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melissa Gray’s full registration record.