Clayton Financial Group, LLC

Clayton Financial Group, LLC (CRD# 226729) is a financial advisory firm headquartered in Saint Louis, MO. They manage $1,521,649,860 in 3,303 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
165 North Meramec Suite 130, Saint Louis, MO 63105
https://www.facebook.com/claytonfinancialgroupstl
By the Numbers
  • Total Assets Under Management
    1,522
    MILLION
  • Total Number of Accounts
    3,303
    ACCOUNTS
  • Average Account Value
    $460,687
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, KS, LA, MA, MO, NC, NE, NH, NY, TN, TX, WA

Financial Advisors at Clayton Financial Group, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Jennie Helm, financial advisor Saint Louis MO
Jennie K. Helm
CRD#: 4814632
165 North Meramec Suite 130, Saint Louis, MO 63105

Jennie Helm (CRD# 4814632) 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.

12
Kelly Richert, financial advisor Saint Louis MO
Kelly A. Richert
CRD#: 2616722
165 North Meramec Suite 130, Saint Louis, MO 63105

Kelly Richert (CRD# 2616722) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 27 years of experience in the finance industry.

13
Allison Wimer, financial advisor Saint Louis MO
Allison T. Wimer
CRD#: 6962382
165 North Meramec Suite 130, Saint Louis, MO 63105

Allison Wimer (CRD# 6962382) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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