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Christopher Robert Michalak

Clayton Financial Group, LLC

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About Christopher Robert Michalak

Christopher Michalak is an investment advisor representative associated with Clayton Financial Group, LLC. Christopher is a registered investment advisor in Missouri and Texas. Christopher has been in the industry since 1997. Christopher Michalak also has a Series 7 general securities representative license and a Series 63 Uniform Securities Agent State Law Examination license. Christopher has been associated with the Clayton Financial Group, LLC since 2016. Christopher specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Christopher Michalak is currently registered with Clayton Financial Group, LLC. Clayton Financial Group, LLC is an investment advisor registered with the SEC and located in St. Louis, Missouri. The firm manages approximately $1.74 billion in assets for high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth individuals. They offer financial planning and portfolio management services.
Clayton Financial Group, LLC

165 NORTH MERAMEC SUITE 130

ST. LOUIS, MO 63105

$1.74B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Michalak’s Registration & Firm History

MO

12/07/2020 - Present

Clayton Financial Group, LLC (ST. LOUIS MO)

MO

06/09/2004 - 04/03/2007

CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)

MO

09/15/1997 - 06/02/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/21/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Robert Michalak.
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