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Kelly Ann Richert

CLAYTON FINANCIAL GROUP, LLC·ST. LOUIS, Missouri
Unclaimed Profile
165 NORTH MERAMEC SUITE 130, ST. LOUIS, MO 63105CRD# 2616722Firm CRD# 226729
01

About

Kelly Ann Richert is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with CLAYTON FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLAYTON FINANCIAL GROUP, LLC
CLAYTON FINANCIAL GROUP, LLC
AUM
$1.5B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at CLAYTON FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2616722
Firm CRD# 226729
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly Ann Richert offer?
Kelly Ann Richert specializes in Financial Planning, Investment Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Kelly Ann Richert's credentials?
Kelly Ann Richert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Ann Richert located?
Kelly Ann Richert is based in ST. LOUIS, Missouri, working with CLAYTON FINANCIAL GROUP, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Kelly Ann Richert charge for services?
Kelly Ann Richert's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLAYTON FINANCIAL GROUP, LLC?
CLAYTON FINANCIAL GROUP, LLC has approximately 23 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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