KA
Kelly Ann Richert
CRD 2616722
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Meramec Financial Planners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Clayton Financial Group, Llc
Managing Director & Cco · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗