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Kelly Ann Richert

Managing Member/CcoMeramec Financial Planners, LLCCRD 2616722

About Kelly Ann Richert

Kelly Ann Richert is listed as Managing Member/Cco at Meramec Financial Planners, LLC in Clayton, MO. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Meramec Financial Planners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelly Ann Richert work?

Kelly Ann Richert is listed as Managing Member/Cco at Meramec Financial Planners, LLC on SEC Form ADV.

How much of Meramec Financial Planners, LLC does Kelly Ann Richert own?

Form ADV reports a beneficial ownership band of 25-50%.

Meramec Financial Planners, LLC

TitleManaging Member/Cco
Ownership25-50%
Control personYes
Since2025