Jennie Kloster Helm
Investment adviser representative at Meramec Financial Planners, LLC
22 yearsExperience
1 stateRegistered in
$1.1BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Meramec Financial Planners, LLCFeb 2025 to now
- Clayton Financial Group, LLCMar 2022 to Jul 2025
- Moneta Group Investment AdvisorsJun 2004 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MO).
Meramec Financial Planners, LLC
$1.1BAssets managed
474Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4814632
- Firm CRD
- 335112