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
| Title | Managing Member/Cco |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |