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Kelly Ann Richert

Clayton Financial Group, LLC

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About Kelly Ann Richert

Kelly Ann Richert is a financial advisor with Clayton Financial Group, LLC. Kelly Ann has been in the financial services industry since 1997. Kelly Ann is a Certified Financial Planner. Kelly Ann has experience working with clients of all ages, including individuals, families, and businesses. Kelly Ann's clients include individuals and families, trusts, and corporations. Kelly Ann's focus is on providing financial planning and investment management services to help clients achieve their financial goals. Kelly Ann has previously worked at WS Griffith Securities, Inc. and Edward D. Jones & Co., L.P.

Firm Information

Kelly Richert 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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Kelly Richert’s Registration & Firm History

MO

11/04/2021 - Present

Clayton Financial Group, LLC (ST. LOUIS MO)

CT

04/04/2000 - 02/04/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

MO

03/14/1997 - 04/21/1998

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 03/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Ann Richert.
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