Geoffrey Eikmann has been an investment adviser representative at MBM Wealth Consultants since August 2023, 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.
Geoff Eikmann is Chief Investment Officer of MBM Wealth Consultants. He manages MBM's investment decisions and has over 15 years of experience in the industry.
Geoffrey Eikmann’s longest registration was 4 years at Moneta Group Investment Advisors, LLC (2014–2019). Before joining MBM Wealth Consultants in 2023, Geoffrey Eikmann was registered through Moneta Group Investment Advisors, LLC.
- MBM Wealth Consultants, LLCCurrent– present · 3 yearsChesterfield, MO · Adviser representative · Firm CRD 169091
- Moneta Group Investment Advisors, LLC– · 4 yearsClayton, MO · Adviser representative · Firm CRD 104727
Professional designations
Listed by MBM Wealth Consultants
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Geoffrey Eikmann is registered as an investment adviser representative in Missouri, since August 2023.
- MissouriSince 17 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 September 2022 |
| Series 7TO | General Securities Representative Examination | 6 September 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 August 2014 |
| Series 7 | General Securities Representative Examination | 15 July 2011 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5626037
- Firm
- MBM Wealth Consultants · CRD 169091
- Office
- 16401 SWINGLEY RIDGE RD., SUITE 450, Chesterfield, MO 63017
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mbmwealth.com
Where does Geoffrey Eikmann work?
Geoffrey Eikmann is an investment adviser representative registered through MBM Wealth Consultants, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Geoffrey Eikmann a financial advisor?
Yes. Geoffrey Eikmann has a current investment-adviser registration in Missouri, through MBM Wealth Consultants since August 2023.
How many years of experience does Geoffrey Eikmann have?
Geoffrey Eikmann has 10 years in the financial industry, since February 2016, across 2 adviser firms.
What exams has Geoffrey Eikmann passed?
Geoffrey Eikmann has passed 4 licensing exams: the Series 7, Series 65, Series 7TO and Series 63. The earliest, the Series 7, was passed in July 2011.
Where did Geoffrey Eikmann work before MBM Wealth Consultants?
Before MBM Wealth Consultants, Geoffrey Eikmann was registered through Moneta Group Investment Advisors, LLC, August 2014 to January 2019.
Where is Geoffrey Eikmann based?
Geoffrey Eikmann’s registered office is in Chesterfield, MO.
Is Geoffrey Eikmann registered with FINRA?
No. Geoffrey Eikmann has no current broker registration.
Is Geoffrey Eikmann a CFA charterholder?
MBM Wealth Consultants lists Geoffrey Eikmann with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Geoffrey Eikmann’s record?
Search CRD 5626037 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Geoffrey Eikmann’s full registration record.
