Clayton Financial Group, LLC

Clayton Financial Group, LLC (CRD# 226729) is a financial advisory firm headquartered in Saint Louis, MO. They manage $609,872,484 in 1,904 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    610
    MILLION
  • Total Number of Accounts
    1,904
    ACCOUNTS
  • Average Account Value
    $320,311
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, MA, MO, NH, TX

Financial Advisors at Clayton Financial Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Julie E. Bahr
CRD#: 3043047
165 North Meramec Suite 130, Saint Louis, MO 63105
96
Wealthminder
score

Julie Bahr (CRD# 3043047) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry. Julie Bahr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Margaret J. Klokkenga
CRD#: 6142605
165 North Meramec Suite 130, Saint Louis, MO 63105
96
Wealthminder
score

Margaret Klokkenga (CRD# 6142605) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry. Margaret Klokkenga has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kenneth J. Bower
CRD#: 2078620
165 North Meramec Suite 130, Saint Louis, MO 63105
93
Wealthminder
score

Kenneth Bower (CRD# 2078620) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry.

4
Matthew J. Bower
CRD#: 4335636
165 North Meramec Suite 130, Saint Louis, MO 63105
90
Wealthminder
score

Matthew Bower (CRD# 4335636) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has 1 year of experience in the finance industry. Matthew Bower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Laura E. Paulsell
CRD#: 4857051
165 North Meramec Suite 130, Saint Louis, MO 63105
90
Wealthminder
score

Laura Paulsell (CRD# 4857051) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has 1 year of experience in the finance industry. Laura Paulsell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Carter R. Schmid
CRD#: 6095825
165 North Meramec Suite 130, Saint Louis, MO 63105
90
Wealthminder
score

Carter Schmid (CRD# 6095825) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.

7
Christopher R. Michalak
CRD#: 2928683
165 North Meramec Suite 130, Saint Louis, MO 63105
83
Wealthminder
score

Christopher Michalak (CRD# 2928683) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 20 years of experience in the finance industry.

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