Jennie K. Helm

MERAMEC FINANCIAL PLANNERS

CLAYTON, MO 63105

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CRD#: 4814632

Professional summary

Jennie Kloster Helm, who also goes by Jennie Kloster Rhoades, is a registered financial advisor currently at MERAMEC FINANCIAL PLANNERS, LLC located in Clayton, Missouri.

Jennie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jennie has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennie Kloster Rhoades

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennie Kloster Helm's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 26, 2025 - Present

MERAMEC FINANCIAL PLANNERS, LLC

Office #1: 7911 Forsyth Blvd. Suite 200, Clayton, MO 63105

RIA

CRD#: 335112

CLAYTON, MO

Past

March 14, 2024 - July 1, 2025

CLAYTON FINANCIAL GROUP, LLC

RIA

CRD#: 226729

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERAMEC FINANCIAL PLANNERS, LLC

CRD#: 335112 / SEC#: 801-132213

RIA

Registered Investment Advisory firm - (3/20/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(3/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/28/2022

Uniform Investment Adviser Law Examination

Current Firm

MERAMEC FINANCIAL PLANNERS, LLC

CRD#: 335112 / SEC#: 801-132213

RIA

Registered Investment Advisory firm - (3/20/2025 Approved)

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Contact information

Main Address

7911 Forsyth Blvd. Suite 200, Clayton, MO 63105

Mailing Address

Phone number

(314) 579-3295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A & 2B (7/1/2025)

Regulatory assets under management

Total Number of Accounts	2,053
AUM (Assets Under Management)	$ 1,278,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jennie K. Helm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennie Kloster Helm's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERAMEC FINANCIAL PLANNERS, LLC

CLAYTON FINANCIAL GROUP, LLC

Primary Firm SEC Registration

MERAMEC FINANCIAL PLANNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/2022

Current Firm

MERAMEC FINANCIAL PLANNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERAMEC FINANCIAL PLANNERS, LLC

TRUST BUT VERIFY

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