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Jennie Kloster Helm

Meramec Financial Planners, LLC

Clayton, MO

CRD 4814632

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Employer firm

Meramec Financial Planners, LLC CRD 335112

$1.13B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Meramec Financial Planners, Llc

7911 Forsyth Blvd. Suite 200, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-26
  • MO RA
    APPROVED
    Since 2025-03-26

Branch Locations

7911 Forsyth Blvd. Suite 200, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clayton Financial Group, Llc Clayton MO 03/2024 07/2025
Clayton Financial Group, Llc Clayton MO 03/2022 07/2025
Moneta Group Investment Advisors Saint Louis MO 06/2004 12/2021
Meramec Financial Planners Llc St. Louis MO 02/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-28
  • S65 Uniform Investment Adviser Law Examination
    2022-11-28
Other Names
  • Jennie Kloster Rhoades

View on SEC IAPD

Nearby Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC

Nearby Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz

Nearby Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO

More in Clayton, MO

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