Mbm Wealth Consultants, LLC

Mbm Wealth Consultants, LLC (CRD# 169091) is a financial advisory firm headquartered in Town And Country, MO. They manage $42,056,070 in 244 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    244
    ACCOUNTS
  • Average Account Value
    $172,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Mbm Wealth Consultants, LLC
Showing 1 - 5 of 5 top financial advisors.
1
William R. Weckback
CRD#: 2772330
13321 N. Outer Forty Rd., Suite 800, Town And Country, MO 63017
96
Wealthminder
score

William Weckback (CRD# 2772330) is an Investment Advisor Representative working at Mbm Wealth Consultants, LLC in Town And Country, MO and has over 19 years of experience in the finance industry. William Weckback has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew L. Westhoff
CRD#: 4941808
13321 N. Outer Forty Rd., Suite 800, Town And Country, MO 63017
96
Wealthminder
score

Matthew Westhoff (CRD# 4941808) is an Investment Advisor Representative working at Mbm Wealth Consultants, LLC in Town And Country, MO and has over 11 years of experience in the finance industry. Matthew Westhoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brendan J. Bradley
CRD#: 5150453
13321 N. Outer Forty Rd., Suite 800, Town And Country, MO 63017
93
Wealthminder
score

Brendan Bradley (CRD# 5150453) is an Investment Advisor Representative working at Mbm Wealth Consultants, LLC in Town And Country, MO and has over 10 years of experience in the finance industry.

4
Matthew A. Lapides
CRD#: 4899268
13321 N. Outer Forty Rd., Suite 800, Town And Country, MO 63017
93
Wealthminder
score

Matthew Lapides (CRD# 4899268) is an Investment Advisor Representative working at Mbm Wealth Consultants, LLC in Town And Country, MO and has over 12 years of experience in the finance industry.

5
Adam C. Kruger
CRD#: 5949504
13321 N. Outer Forty Rd., Suite 800, Town And Country, MO 63017
90
Wealthminder
score

Adam Kruger (CRD# 5949504) is an Investment Advisor Representative working at Mbm Wealth Consultants, LLC in Town And Country, MO and has over 5 years of experience in the finance industry.

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