Amy Borkowski Baker
Investment adviser representative at Meramec Financial Planners, LLC
16 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
16 years in the industry.
- Meramec Financial Planners, LLCFeb 2025 to now
- Clayton Financial Group, LLCApr 2022 to now
- Nbt BancorpApr 2018 to Apr 2022
- Rps BenefitsOct 2010 to Apr 2018
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
- 7706549
- Firm CRD
- 335112