Elizabeth A. Chmelir

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CRD#: 4483088

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elizabeth Anne Chmelir, who also goes by Elizabeth Anne Chmelir, Elizabeth H Chmelir, Elizabeth Chmelir, Elizabeth Anne Heebner, was a registered financial professional .

Elizabeth is a previously registered financial professional and started their career in finance in 2008. Elizabeth had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Elizabeth Anne Chmelir | Elizabeth H Chmelir | Elizabeth Chmelir | Elizabeth Anne Heebner

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 Wealth Consultants, LLC - Investment Related - 400 Chesterfield Center, Suite 125, Chesterfield Mo 63017 - Financial Planning and Wealth Management - Chief Operations Officer - 6/2018 - 120 Hours/month - 100 hours/month during securities hours - oversee the operations Department

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 1, 2020 - October 11, 2024

MBM WEALTH CONSULTANTS, LLC

RIA

CRD#: 169091

CHESTERFIELD, MO

Past

March 30, 2020 - October 14, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Chesterfield, MO

Past

June 17, 2014 - May 18, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

ST LOUIS, MO

Past

June 17, 2014 - May 18, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

Past

October 14, 2009 - June 5, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLAYTON, MO

Past

May 19, 2008 - June 5, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLAYTON, 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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 10/13/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/2008

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MBM 2025 ANNUAL DISCLOSURE BROCHURE (3/20/2025)

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	Cover Page	Report
08/28/2024	Cover Page	Report
10/25/2023	Cover Page	Report

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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Elizabeth A. Chmelir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MBM WEALTH CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2009

SIE

Date: 5/18/2018

Series 7

Date: 5/16/2008

Current Firm

MBM WEALTH CONSULTANTS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MBM WEALTH CONSULTANTS, LLC

TRUST BUT VERIFY

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