Kelly Ann Richert appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kelly Ann Richert appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-01 | Form ADV | CLAYTON FINANCIAL GROUP, LLC | MANAGING DIRECTOR | ST. LOUIS, MO |
| 2025-07-01 | Form ADV | MERAMEC FINANCIAL PLANNERS, LLC | MANAGING MEMBER/CCO | CLAYTON, MO |