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William R. Weckback
MBM WEALTH CONSULTANTS
CHESTERFIELD, MO 63017
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CRD#: 2772330
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Professional summary
William Robert Weckback, CFP® is a registered financial advisor currently at MBM WEALTH CONSULTANTS, LLC located in Chesterfield, Missouri.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Elder Care
Retirement Planning
Estate Planning
Insurance Planning
Social Security Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) MBM Insurance Services, LLC; Investment related; Chesterfield MO; Nature: Insurance brokerage; Position: Agent; Start Date: 01/2010; 5 hrs/mo; 5 hrs/mo during trading hours; Duties: Sales and service of fixed insurance products. 2) BW Wealth Consulting, LLC; Not investment related; St. Louis MO; Nature: Business entity for tax purposes; Position: Member; Start Date: 01/2020; 5 hrs/mo; 5 hrs/mo during trading hours; Duties: 100% Owner 3) Weckback Property Management, LLC; Not investment related; St. Louis MO; Nature: LLC created for tax purposes, owns 50% of Wange, LLC; Position: Member; Start: 05/2022. 5 hrs/mo, 0 during Trading Hours. Duties: Manage property service providers. 4) Wange, LLC; Not investment related; St. Louis MO; Nature: Investment properties; Position: Registered Agent; Start: 5/2022; 0 hrs/mo; 0 during trading hours. Duties: Manage business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Robert Weckback's 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®
CFP®
Start date: 2014
Experience
Current
November 30, 2013 - Present
MBM WEALTH CONSULTANTS, LLC
Office #1: 16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017RIA
CRD#: 169091
CHESTERFIELD, MO
Past
December 2, 2013 - September 27, 2016
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ST. LOUIS, MO
Past
August 27, 2009 - December 12, 2013
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
ST LOUIS, MO
Past
August 21, 2009 - December 12, 2013
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
ST LOUIS, MO
Past
November 5, 1998 - August 25, 2009
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
CHESTERFIELD, MO
Past
August 29, 1996 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
CHESTERFIELD, MO
Past
August 29, 1996 - August 25, 2009
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
CHESTERFIELD, 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".
MW
MBM WEALTH CONSULTANTS, LLC
MBM WEALTH CONSULTANTS, LLC | ZANTRILLION WEALTH ADVISORS, LLC
CRD#: 169091 / SEC#: 801-112994
RIA
Registered Investment Advisory firm - (4/27/2018 Approved)Missouri
Registered Investment Advisory firm - (5/10/2018 Terminated)Texas
Registered Investment Advisory firm - (5/10/2018 Terminated)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(11/30/2013)
IAR
Texas(1/26/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MBM WEALTH CONSULTANTS, LLC
MBM WEALTH CONSULTANTS, LLC | ZANTRILLION WEALTH ADVISORS, LLC
CRD#: 169091 / SEC#: 801-112994
RIA
Registered Investment Advisory firm - (4/27/2018 Approved)Missouri
Registered Investment Advisory firm - (5/10/2018 Terminated)Texas
Registered Investment Advisory firm - (5/10/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017
Mailing Address
Phone number
(636) 274-6262
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,542 |
| AUM (Assets Under Management) | $ 417,890,470 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/28/2024 | ||
| 10/25/2023 |
Red Flags
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Company Information
MBM WEALTH CONSULTANTS, LLC
CRD#: 169091Chesterfield, MO 63017TRUST BUT VERIFY
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Contact information
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