Unclaimed Profile

Matthew Aaron Lapides

MBM WEALTH CONSULTANTS, LLC·CHESTERFIELD, Missouri

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record19 years registeredMBM WEALTH CONSULTANTS, LLC

400 CHESTERFIELD CENTER, CHESTERFIELD, MO 63017CRD# 4899268Firm CRD# 169091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Aaron Lapides · CHESTERFIELD, MO

Registration

CRD #4899268 · MBM WEALTH CONSULTANTS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

MBM WEALTH CONSULTANTS, LLC

Nov 2013 – present

ONEAMERICA SECURITIES, INC.

Aug 2009 – Dec 2013

ST LOUIS, MO

METLIFE SECURITIES INC.

May 2008 – Aug 2009

CHESTERFIELD, MO

MML INVESTORS SERVICES, INC.

Jan 2007 – May 2008

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 18, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MBM WEALTH CONSULTANTS, LLC

CRD 169091 · SEC 801-112994

AUM

$335M

Regulatory assets under management

Employees

1,385 client accounts

Services offered by MBM WEALTH CONSULTANTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MBM WEALTH CONSULTANTS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Aaron Lapides offer?

Matthew Aaron Lapides specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are Matthew Aaron Lapides's credentials?

Matthew Aaron Lapides is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Aaron Lapides located?

Matthew Aaron Lapides is based in CHESTERFIELD, Missouri, working with MBM WEALTH CONSULTANTS, LLC. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.

How does Matthew Aaron Lapides charge for services?

Matthew Aaron Lapides's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MBM WEALTH CONSULTANTS, LLC?

MBM WEALTH CONSULTANTS, LLC has approximately 11 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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