Ryan Bierma has been an investment adviser representative at Elite Retirement Planning since May 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 · 4 yearsGrimes, IA · Adviser representative · Firm CRD 297942
Investment adviser representative registrations
Ryan Bierma is registered as an investment adviser representative in Iowa, since May 2022.
- IowaSince 2 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan Nicklaus Bierma
- CRD
- 7519536
- Firm
- Elite Retirement Planning · CRD 297942
- Office
- 1860 SE PRINCETON DR, Grimes, IA 50111
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Bierma work?
Ryan Bierma is an investment adviser representative registered through Elite Retirement Planning, LLC since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Bierma a financial advisor?
Yes. Ryan Bierma has a current investment-adviser registration in Iowa, through Elite Retirement Planning since May 2022.
How many years of experience does Ryan Bierma have?
Ryan Bierma has 4 years in the financial industry, since May 2022, across 1 adviser firm.
What exams has Ryan Bierma passed?
Ryan Bierma passed the Series 65 in April 2022.
Where is Ryan Bierma based?
Ryan Bierma’s registered office is in Grimes, IA.
Is Ryan Bierma registered with FINRA?
No. Ryan Bierma has no current broker registration.
How can I verify Ryan Bierma’s record?
Search CRD 7519536 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Bierma’s full registration record.