Elizabeth A. Chmelir
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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 1, 2020 - October 11, 2024
MBM WEALTH CONSULTANTS, LLC
March 30, 2020 - October 14, 2024
PURSHE KAPLAN STERLING INVESTMENTS
June 17, 2014 - May 18, 2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED
June 17, 2014 - May 18, 2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED
October 14, 2009 - June 5, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 19, 2008 - June 5, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
MBM WEALTH CONSULTANTS, LLC
CRD#: 169091 / SEC#: 801-112994
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MBM WEALTH CONSULTANTS, LLC
CRD#: 169091 / SEC#: 801-112994
Contact information
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
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.
