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Kelly Ann Richert

Meramec Financial Planners, LLC

Clayton, MO

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Current Employers
Meramec Financial Planners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-20
  • MO RA
    APPROVED
    Since 2025-03-20

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 Fnancial Group, Llc St. Louis MO 11/2021 Present
Parkside Financial Bank & Trust St. Louis MO 08/2004 11/2021
Meramec Financial Planners Llc St. Louis MO 02/2025 Present
  • 11/2021 → Present
    Clayton Fnancial Group, Llc
    St. Louis, MO
  • 08/2004 → 11/2021
    Parkside Financial Bank & Trust
    St. Louis, MO
  • 02/2025 → Present
    Meramec Financial Planners Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-03-18
  • S63 Uniform Securities Agent State Law Examination
    1997-03-18
Designations
Other Names
  • Kelly Ann Koczor
  • Kelly Ann Koczor

View on SEC IAPD

Other Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC
SIXTHIRTY VENTURES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FOCUS PARTNERS WEALTH, LLC
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Other Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz
Taylor Ann Willhalm
DAVID STUART WEISS
PATRICK CRAWLEY
CHET STEVEN EISENMAYER
Matthew Douglas Schulte

Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · ST. LOUIS, MO
SIXTHIRTY VENTURES · CLAYTON, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO
FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO
FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

More in Clayton, MO

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