Andrew Steven Kowal

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

• 06/2015 → 03/2022
  Buckingham Wealth Partners
  St. Louis, MO
• 04/2022 → 04/2023
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 05/2023 → 08/2023
  Unemployed
  Saint Louis, MO
• 09/2023 → 12/2024
  Cornerstone Wealth Management Llc
  Saint Peters, MO
• 09/2023 → 12/2024
  Lpl Financial
  Saint Peters, MO
• 04/2025 → Present
  Mbm Wealth Consultants, Llc
  Chesterfield, MO
• 01/2025 → 03/2025
  Unemployed
  St. Louis, MO

Previous Registrations

• 2024-03-15 → 2024-12-20
  Lpl Financial Llc
  Chesterfield, MO
  St. Peters, MO
• 2023-11-29 → 2024-12-16
  Cornerstone Wealth Management, Llc
  Des Peres, MO
• 2022-05-26 → 2023-04-25
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Other Businesses

1) AK Financial Group, LLC; Not investment related; Chesterfield MO; Nature: Business entity for tax purposes only; Position: Member; Start Date: 09/2023; 0 hrs/mo; 0 hrs/mo during trading hours; Duties: No active duties. 2) Shenandoah Valley Elementary School Parent Teacher Organization; Not investment related; Chesterfield, MO; Voluntary Position - Treasurer; Start Date: 07/2025; 3 hrs/mo; 0 hrs/mo during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-15
• S65 Uniform Investment Adviser Law Examination
  2022-05-26

Other Names

• Andy Kowal
• Andy Steven Kowal