Meramec Financial Planners, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 335112
- SEC number
- 801-132213
- Firm type
- RIA
- Assets under management
- $1.1B as of Feb 18, 2026
- Website
- Not yet retrieved from the source record
- Phone
- 314-579-3295
- Address
- 7911 Forsyth Blvd., Clayton, MO, 63105
Advisors at this firm
7 in our index · page 1 of 1
-
Julie Elizabeth BahrCRD 3043047 · Clayton, MOIA Registered
-
Amy Borkowski BakerCRD 7706549 · Clayton, MOIA Registered
-
Jennie Kloster HelmCRD 4814632 · Clayton, MOIA Registered
-
Christopher Robert MichalakCRD 2928683 · Clayton, MOIA RegisteredDisclosure event(s) on record
-
Sarah Jane PinkleyCRD 4765832 · Clayton, MOIA RegisteredRegistration inactive
-
Laura Elizabeth PaulsellCRD 4857051 · Clayton, MOIA Registered
-
Kelly Ann RichertCRD 2616722 · Clayton, MOIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 335112 ↗
FINRA BrokerCheck record for firm CRD 335112 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.