# MERAMEC FINANCIAL PLANNERS, LLC

MERAMEC FINANCIAL PLANNERS, LLC of CLAYTON, MO is an SEC-registered investment adviser.

## Registration

- CRD: 335112
- Type: SEC-registered investment adviser
- SEC file number: 801-132213
- Location: 7911 FORSYTH BLVD., SUITE 200, CLAYTON, MO, 63105
- Phone: 314-579-3295
- Latest filing: 2026-02-18
- Regulatory AUM: $1.1B
- Discretionary AUM: $671.2M
- Non-discretionary AUM: $455.7M
- Clients: 16
- Accounts: 1,926

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Kelly Ann Richert | MANAGING MEMBER/CCO | — |
| Julie Elizabeth Bahr | MANAGING MEMBER | — |
| Christopher Robert Michalak | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335112/similar
- Related entities: https://search.stillhousedata.com/firm/335112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335112

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.