Andrew
Mccluer

Mbm Wealth Consultants, LLC

CRD#5938442
Investment Advisor
in Chesterfield, MO

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About this Advisor

Andrew Mccluer is a financial advisor based in Chesterfield, Missouri, working with Mbm Wealth Consultants, LLC. Andrew has previously held positions at Securian Financial Services, Inc, Renaissance Financial, Minnesota Life Insurance Company, The Vanguard Group, Inc, University Of Edinburgh, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, and Mbm Wealth Consultants, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Andrew is part of Mbm Wealth Consultants, LLC, which operates out of Chesterfield, Missouri. The firm has 11 employees and manages assets totaling $335.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mbm Wealth Consultants, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 Chesterfield Center Suite 125
Chesterfield, MO 63017

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Mbm Wealth Consultants, LLC Brokerage Details

Total Assets Under Management

$334,977,061

MO Average: $11,469,110,461
Total Number of Employees

11

MO Average: 458
Total Number of Accounts

1,385

MO Average: 33,415
Average Account Size

$241,861

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Andrew Mccluer Work History

2022 - Present (2 years)

Mbm Wealth Consultants, LLC

2020 - 2022 (2 years)

Charles Schwab & Co., Inc

2020 - 2022 (2 years)

Charles Schwab Bank, Ssb

2017 - 2020 (3 years)

The Vanguard Group, Inc

2015 - 2016 (1 year)

University Of Edinburgh

2011 - 2015 (4 years)

Securian Fiancial Services, Inc

2011 - 2015 (4 years)

Renaissance Financial

2011 - 2015 (4 years)

Minnesota Life Insurance Company

Disclosures

Please visit the SEC profile of Andrew Mccluer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mbm Wealth Consultants, LLC

Elizabeth Chmelir
Chesterfield, MO
Maria Alvarez
Chesterfield, MO
Geoffrey Eikmann
Chesterfield, MO
Andrew Mccluer
Chesterfield, MO
William Weckback
Chesterfield, MO
Matthew Lapides
Chesterfield, MO
Matthew Westhoff
Chesterfield, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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