Geoffrey Eikmann
Investment adviser representative at Mbm Wealth Consultants, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$476.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Mbm Wealth Consultants, LLCJul 2023 to now
- StifelFeb 2022 to Jun 2023
- St. Louis Trust & Family OfficeApr 2019 to Feb 2022
- N/aJan 2019 to Apr 2019
- Moneta GroupOct 2013 to Jan 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MO).
Mbm Wealth Consultants, LLC
$476.7MAssets managed
642Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5626037
- Firm CRD
- 169091