Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennie? Claim Your ProfileJennie Kloster Helm is an investment advisor representative with Clayton Financial Group, LLC. Jennie is registered in Missouri. Jennie has been in the industry since 2004. Clayton Financial Group, LLC manages approximately $1.7 billion in assets for individuals, charitable organizations, and pension and profit-sharing plans. They offer investment advisory services including financial planning, portfolio management, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
03/14/2024 - Present
Clayton Financial Group, LLC (ST. LOUIS MO)
IA
Issued 11/28/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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