Maria
Alvarez
Mbm Wealth Consultants, LLC
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About this Advisor
Maria Alvarez is a financial advisor operating out of Chesterfield, Missouri with a total of 1 year of relevant experience. Alvarez is an advisor for Mbm Wealth Consultants, LLC. During their career, the advisor has held roles at Mass Mutual Life Insurance Company, Mml Investors Services, LLC, University Of Mo - Columbia and Mbm Wealth Consultants, LLC. Alvarez holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Missouri. Mbm Wealth Consultants, LLC is a registered investment business operating out of Chesterfield, MO. It manages $240 million in total assets across its 1,091 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 1,091 customer accounts, 26% are associated with high-net-worth investors who have more than $1 million in investable assets. Mbm Wealth Consultants, LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically vary depending on the financial services. Fees charged by Mbm Wealth Consultants, LLC can consist of any combination 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
Maria Alvarez Work History
Maria has been registered as a financial advisor for 1 years.*
Mbm Wealth Consultants, LLC
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
University Of Mo - Columbia
*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 Maria Alvarez 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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