Elizabeth
Chmelir
Mbm Wealth Consultants, LLC
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About this Advisor
Elizabeth Chmelir is a financial advisor operating in Chesterfield, Missouri with a total of 3 years of industry experience. Chmelir is an employee of Mbm Wealth Consultants, LLC. During their career, Chmelir has held roles at Merrill Lynch, Stifel Nicolaus & Co Inc, Mbm Wealth Consultants and Purshe Kaplan Sterling Investments. Chmelir has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri. Mbm Wealth Consultants, LLC is a company that has its headquarters in Chesterfield, MO. It administers $240 million in assets between its 1,091 accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises seven charitable organizations. Of its 1,091 accounts, 26% belong to high-net-worth individuals who have more than $1 million in investable assets. Mbm Wealth Consultants, LLC provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on the services offered. Fees charged by Mbm Wealth Consultants, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mbm Wealth Consultants, LLC Brokerage Details
$239,558,918
10
1,091
$219,577
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
Elizabeth Chmelir Work History
Elizabeth has been registered as a financial advisor for 3 years.*
Purshe Kaplan Sterling Investments
Mbm Wealth Consultants
Stifel Nicolaus & Co Inc
Merrill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Chmelir 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
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
Chesterfield, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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