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Zachary Patrick Kratofil

Clayton Financial Group, LLC

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About Zachary Patrick Kratofil

Zachary Patrick Kratofil is a financial advisor at Clayton Financial Group, LLC located in St. Louis, MO. Zachary is a Certified Financial Planner™ professional with experience in financial planning and portfolio management for individuals and businesses. Zachary has over 5 years of experience in the financial services industry. He is a Registered Investment Advisor and is registered with the state of Missouri. Zachary's clients include high-net-worth individuals, families, and businesses. He helps his clients develop personalized financial plans and investment strategies that are designed to meet their specific goals and objectives.

Firm Information

Zachary Kratofil 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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Zachary Kratofil’s Registration & Firm History

MO

09/05/2019 - Present

Clayton Financial Group, LLC (ST. LOUIS MO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Patrick Kratofil.
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