Stacey Perkins has been an investment adviser representative at Elite Retirement Planning since June 2025, 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 · 1 yearGrimes, IA · Adviser representative · Firm CRD 297942
Investment adviser representative registrations
Stacey Perkins is registered as an investment adviser representative in Iowa, since June 2025.
- IowaSince 20 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 April 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 January 2024 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 15 October 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 15 October 2023 |
| Series 99TO | Operations Professional Examination | 15 October 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 May 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Stacey Lynn Perkins
- CRD
- 6762144
- Firm
- Elite Retirement Planning · CRD 297942
- Office
- 1860 SE PRINCETON DR, Grimes, IA 50111
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Stacey Perkins work?
Stacey Perkins is an investment adviser representative registered through Elite Retirement Planning, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Stacey Perkins a financial advisor?
Yes. Stacey Perkins has a current investment-adviser registration in Iowa, through Elite Retirement Planning since June 2025.
How many years of experience does Stacey Perkins have?
Stacey Perkins has 5 years in the financial industry, since June 2021, across 1 adviser firm.
What exams has Stacey Perkins passed?
Stacey Perkins has passed 6 licensing exams: the Series 6, Series 26, Series 6TO, Series 99TO, Series 63 and Series 65. The earliest, the Series 6, was passed in May 2017. FINRA credited Stacey Perkins with the SIE, which began in October 2018.
Where is Stacey Perkins based?
Stacey Perkins’ registered office is in Grimes, IA.
Is Stacey Perkins registered with FINRA?
No. Stacey Perkins has no current broker registration.
How can I verify Stacey Perkins’ record?
Search CRD 6762144 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacey Perkins’ full registration record.