Matthew
Lapides
Mbm Wealth Consultants, LLC
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About this Advisor
Matthew Lapides is a financial advisor operating in Chesterfield, Missouri with a total of 10 years of relevant experience. Lapides currently works for Mbm Wealth Consultants, LLC. Throughout their career, Lapides has worked at Mbm Insurance Services, Oneamerica Securities, Mbm Wealth Consultants, LLC and Purshe Kaplan Sterling Investments. Lapides maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri and Texas. Mbm Wealth Consultants, LLC is a registered investment firm that has its headquarters in Chesterfield, MO. It oversees $240 million in assets between its 1,091 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 1,091 customer accounts, 26% are held by high-net-worth investors who have more than $1 million in assets. The company performs a wide 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. Fees for financial management depend on the services offered. Fees charged by Mbm Wealth Consultants, LLC can include 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
Matthew Lapides Work History
Matthew has been registered as a financial advisor for 10 years.*
Mbm Wealth Consultants, LLC
Purshe Kaplan Sterling Investments
Mbm Insurance Services
Oneamerica Securities
*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 Matthew Lapides 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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