Geoffrey
Eikmann

Mbm Wealth Consultants, LLC

CRD#5626037
Investment Advisor
in Chesterfield, MO

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About this Advisor

Geoffrey Eikmann is a financial advisor based in Chesterfield, Missouri, working with Mbm Wealth Consultants, LLC. Geoffrey has previously held positions at Moneta Group, St. Louis Trust & Family Office, Stifel, and Mbm Wealth Consultants, LLC. Geoffrey has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Missouri. Currently, Geoffrey 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 65, Series 63, Chartered Financial Analyst

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

Geoffrey Eikmann Work History

2023 - Present (1 year)

Mbm Wealth Consultants, LLC

2022 - 2023 (1 year)

Stifel

2019 - 2019 (< 1 year)

N/A

2019 - 2022 (3 years)

St. Louis Trust & Family Office

2013 - 2019 (6 years)

Moneta Group

Disclosures

Please visit the SEC profile of Geoffrey Eikmann 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
Matthew Westhoff
Chesterfield, MO
William Weckback
Chesterfield, MO
Matthew Lapides
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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