Meramec Financial Planners, LLC

Overview

Meramec Financial Planners, LLC is an SEC registered investment adviser based in Clayton, MO, registered since 2025. It reports $1.1B in assets under management across 1,926 accounts, with 16 employees. It has 7 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

60%

Accounts

1,926

Average account

$585K

Employees

16

Advisory reps

7

Registered since

2025

Jurisdictions

8

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Christopher Robert Michalak Managing Member CRD 2928683
• Julie Elizabeth Bahr Managing Member CRD 3043047
• Kelly Ann Richert Managing Member, Chief Compliance Officer CRD 2616722

Advisory reps 3 of 7

• Julie Elizabeth Bahr Investment Adviser Rep CRD 3043047
• Amy Borkowski Baker Investment Adviser Rep CRD 7706549
• Jennie Kloster Helm Investment Adviser Rep CRD 4814632

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7911 Forsyth Blvd Ste 200
Clayton, MO 63105

County

Saint Louis

Metro area

St. Louis, MO-IL

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions

Every state, with registration dates

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