Chawn Honkomp
Advisor at Merkle Retirement Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merkle Retirement Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merkle Retirement Planning
Location
Grimes, IA 50111
Credentials
Series 66
Industry experience
11 years
Chawn Honkomp is a financial advisor at Merkle Retirement Planning with 11 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Princor Financial Services Corporation and United Planners Financial Services of America. Outside of his advisory role, he operates an independent insurance agency focused on non-variable insurance products. Merkle Retirement Planning provides investment advisory and financial planning services primarily to individuals, retirement-plan sponsors, trusts, and other entities. The firm offers tailored financial planning, discretionary asset management through model portfolios and direct security management, and retirement-plan consulting under ERISA standards.
Based on Merkle Retirement Planning
Based on Merkle Retirement Planning
Fixed fee financial planning and consulting services based on scope and complexity; fees outlined in agreement; up to $1,200 max advance payment.
Insurance products sold through affiliated insurance agency generate commissions; commission rates vary by product and insurer.
Hourly financial planning and consulting fees vary by client, services, and IAR; advance retainer up to $1,200 may be required.
Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly rates vary by IAR and engagement, fixed fees depend on scope and complexity, up to $1,200 maximum advance payment allowed.
1860 Se Princeton Dr
Grimes, IA 50111
Iowa · Texas
MRP Insurance
2019 - Present (7 years)
Elite Retirement Planning, LLC
2019 - Present (7 years)
Chawn Honkomp Independent Insurance
2018 - Present (8 years)
Focus OneSource
2018 - 2019 (1 year)
RDA Financial Network
2018 - 2019 (1 year)
RDA Financial Network
2018 - 2019 (1 year)
United Planners Financial Services of America
2018 - 2019 (1 year)
Princor Financial Services Corporation
2014 - 2018 (4 years)
PRINCIPAL LIFE INSURANCE COMPANY
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")