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Matthew A. Lapides
MBM WEALTH CONSULTANTS
Chesterfield, MO 63017
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CRD#: 4899268
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Professional summary
Matthew Aaron Lapides is a registered financial advisor currently at MBM WEALTH CONSULTANTS, LLC located in Chesterfield, Missouri and PURSHE KAPLAN STERLING INVESTMENTS located in Chesterfield, Missouri.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Matthew has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
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 Wealth Consultants, LLC; Investment related; Chesterfield MO; Nature: Registered investment advisor; Position: Member; Investment Advisor Representative; Start Date: 11/2013; 180 hrs/mo; 140 hrs/mo during trading hours; Duties: Investment advisory services. 2) MBM Insurance Services, LLC; Investment related; Chesterfield MO; Nature: Insurance brokerage; Position: Member, Agent; Start Date: 01/2010; 5 hrs/mo; 5 hrs/mo during trading hours; Duties: Sales and service of fixed insurance products. 3) MBM Wealth Group, LLC; Not investment related; Chesterfield MO; Nature: Business entity for tax purposes; Position: Member; Start Date: 01/2020; 0 hrs/mo; 0 during trading hours; Duties: Owner. 4) MBM Acquisition Company, LLC; Not investment related; Chesterfield MO; Nature: Business acquisition company; Position: Member; 2/2022; 0 hrs/mo; 0 during trading hours; Duties: Owner.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Aaron Lapides'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®
NoneExperience
Current
November 30, 2013 - Present
MBM WEALTH CONSULTANTS, LLC
Office #1: 400 Chesterfield Center Suite 125, Chesterfield, MO 63017RIA
CRD#: 169091
Chesterfield, MO
Current
December 2, 2013 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 16401 Swingley Ridge Road Suite 450, Chesterfield, MO 63017BD
CRD#: 35747
Chesterfield, 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
May 6, 2008 - August 25, 2009
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
CHESTERFIELD, MO
Past
April 29, 2008 - August 25, 2009
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
CHESTERFIELD, MO
Past
January 18, 2007 - May 6, 2008
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
CHESTERFIELD, MO
Past
March 9, 2005 - May 6, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/2/2013)
IAR
California(10/8/2025)
RR
Florida(10/16/2018)
RR
Illinois(12/2/2013)
IAR
Missouri(11/30/2013)
RR
Missouri(12/2/2013)
IAR
Texas(1/13/2016)
RR
Texas(7/27/2021)
RR
Wisconsin(10/9/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MBM WEALTH CONSULTANTS, LLC
CRD#: 169091Chesterfield, MO 63017TRUST BUT VERIFY
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