Elizabeth Isaacs has been an investment adviser representative at MBM Wealth Consultants since June 2026, and is not listed among the firm’s executive officers or direct owners.
MBM Wealth Consultants, LLC is a Chesterfield, MO firm with $477M under management, 642 clients and 7 advisers in one office, as of its May 2026 filing.
Elizabeth Isaacs is Financial Planner of MBM Wealth Consultants. With 15 years of experience in wealth management, her practice specializes in private wealth management for women of influence, business owners, and multigenerational families.
Elizabeth Isaacs’ longest registration was 3 years at Edward Jones (2022–2026). Before joining MBM Wealth Consultants in 2026, Elizabeth Isaacs was registered through Edward Jones.
- MBM Wealth Consultants, LLCCurrent– present · under a yearGlendale, CA · Adviser representative · Firm CRD 169091
- Edward Jones– · 3 yearsBurbank, CA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Elizabeth Isaacs is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 25 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| Series 66 | Uniform Combined State Law Examination | 7 November 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 3 August 2012 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Elizabeth S Isaacs
- CRD
- 6040140
- Firm
- MBM Wealth Consultants · CRD 169091
- Office
- Glendale, CA
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mbmwealth.com
Where does Elizabeth Isaacs work?
Elizabeth Isaacs is an investment adviser representative registered through MBM Wealth Consultants, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Isaacs a financial advisor?
Yes. Elizabeth Isaacs has a current investment-adviser registration in California, through MBM Wealth Consultants since June 2026.
How many years of experience does Elizabeth Isaacs have?
Elizabeth Isaacs has 13 years in the financial industry, since November 2012, across 2 adviser firms.
What exams has Elizabeth Isaacs passed?
Elizabeth Isaacs has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 6TO. The earliest, the Series 7, was passed in August 2012. FINRA credited Elizabeth Isaacs with the SIE, which began in October 2018.
Where did Elizabeth Isaacs work before MBM Wealth Consultants?
Before MBM Wealth Consultants, Elizabeth Isaacs was registered through Edward Jones, November 2022 to May 2026.
Where is Elizabeth Isaacs based?
Elizabeth Isaacs’ registered office is in Glendale, CA.
Is Elizabeth Isaacs registered with FINRA?
No. Elizabeth Isaacs has no current broker registration.
How can I verify Elizabeth Isaacs’ record?
Search CRD 6040140 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Isaacs’ full registration record.
