William Robert Weckback

Employer firm

Mbm Wealth Consultants, LLC CRD 169091

$477M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Mbm Wealth Consultants, Llc
  Chesterfield, MO
• 01/2010 → Present
  Mbm Insurance Services
  Chesterfield, MO
• 12/2013 → 09/2016
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-08-27 → 2013-12-12
  Oneamerica Securities, Inc.
  St Louis, MO
  Maryland Heights, MO
  Maryland Heights, MO
• 1998-11-05 → 2009-08-25
  Msi Financial Services, Inc.
  St. Louis, MO
  Chesterfield, MO

Other Businesses

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. 5) Elkhorn Lodge, LLC; Not investment-related; St. Louis, MO; Nature: Investment properties; Position: Manager; Start Date; 3/2026; 12 hrs/mo; 0 hrs/mo during trading hours; Duties: Manage business activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-19
• S63 Uniform Securities Agent State Law Examination
  1997-02-14

Designations

• Certified Financial Planner