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William Robert Weckback

Mbm Wealth Consultants, LLC

Chesterfield, MO

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Current Employers
Mbm Wealth Consultants, Llc

16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-01-26
MO RA APPROVED 2013-11-30
  • TX RA
    APPROVED
    Since 2016-01-26
  • MO RA
    APPROVED
    Since 2013-11-30

Branch Locations

16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mbm Wealth Consultants, Llc Chesterfield MO 11/2013 Present
Mbm Insurance Services Chesterfield MO 01/2010 Present
Purshe Kaplan Sterling Investments Albany NY 12/2013 09/2016
  • 11/2013 → Present
    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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-19
S63 Uniform Securities Agent State Law Examination 1997-02-14
  • S65 Uniform Investment Adviser Law Examination
    2008-05-19
  • S63 Uniform Securities Agent State Law Examination
    1997-02-14
Designations

View on SEC IAPD

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