Maria Alvarez

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:

Current Employers

Mbm Wealth Consultants, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-29
MO	RA	APPROVED	2022-12-15

TX RA
APPROVED

Since 2023-08-29
MO RA
APPROVED

Since 2022-12-15

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

Organization	City	State	From	To
Mass Mutual Life Insurance Company	Chesterfield	MO	07/2014	12/2022
Mml Investors Services, Llc	Chesterfield	MO	08/2014	12/2022
Mbm Wealth Consultants, Llc	Chesterfield	MO	12/2022	Present

07/2014 → 12/2022

Mass Mutual Life Insurance Company

Chesterfield, MO
08/2014 → 12/2022

Mml Investors Services, Llc

Chesterfield, MO
12/2022 → Present

Mbm Wealth Consultants, Llc

Chesterfield, MO

Previous Registrations

2015-01-30 → 2022-12-14

Mml Investors Services, Llc

Chesterfield, MO

Other Businesses

1) Alvarez Wealth Management, LLC; Not investment related; 1724 McCready Ave St Louis MO 63117; Nature: Business entity for tax purposes; Position: Member; Start Date: 10/2022; 2 hrs/mo; 0 hrs/mo during trading hours; Duties: Owner

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-01-02

S66 Uniform Combined State Law Examination

2015-01-02

Designations

Certified Financial Planner

Other Names

Maria T Alvarez

View on SEC IAPD