Unclaimed Profile

William Robert Weckback

MBM WEALTH CONSULTANTS, LLC·CHESTERFIELD, Missouri

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record27 years registeredMBM WEALTH CONSULTANTS, LLC

400 CHESTERFIELD CENTER, CHESTERFIELD, MO 63017CRD# 2772330Firm CRD# 169091

Profile Verification

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

Identity

William Robert Weckback · CHESTERFIELD, MO

Registration

CRD #2772330 · MBM WEALTH CONSULTANTS, LLC · 27 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.

Nov 1998 – Aug 2009

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · November 5, 1998

Years registered · 27

Professional designation · CFP

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 William Robert Weckback offer?

William Robert Weckback specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are William Robert Weckback's credentials?

William Robert Weckback holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Robert Weckback located?

William Robert Weckback 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 William Robert Weckback charge for services?

William Robert Weckback'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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