Maria Alvarez has been an investment adviser representative at MBM Wealth Consultants since December 2022, 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.
Maria Alvarez is Financial Planner of MBM Wealth Consultants. With over a decade of experience, she provides financial planning strategies to physicians and business executives approaching retirement, with a focus on proactive tax planning.
Maria Alvarez’s longest registration was 7 years at MML Investors Services, LLC (2015–2022). Before joining MBM Wealth Consultants in 2022, Maria Alvarez was registered through MML Investors Services, LLC.
- MBM Wealth Consultants, LLCCurrent– present · 3 yearsChesterfield, MO · Adviser representative · Firm CRD 169091
- MML Investors Services, LLC– · 7 yearsChesterfield, MO · Adviser representative · Firm CRD 10409
Professional designations
Listed by MBM Wealth Consultants
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Maria Alvarez is registered as an investment adviser representative in 2 states. The first approvals date from December 2022; the most recent is Texas, in August 2023.
- MissouriSince 15 December 2022
- TexasSince 29 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 January 2015 |
| Series 7 | General Securities Representative Examination | 9 December 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6372417
- Firm
- MBM Wealth Consultants · CRD 169091
- Office
- 16401 SWINGLEY RIDGE RD., SUITE 450, Chesterfield, MO 63017
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mbmwealth.com
Where does Maria Alvarez work?
Maria Alvarez is an investment adviser representative registered through MBM Wealth Consultants, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Maria Alvarez a financial advisor?
Yes. Maria Alvarez has a current investment-adviser registration in Missouri and Texas, through MBM Wealth Consultants since December 2022.
How many years of experience does Maria Alvarez have?
Maria Alvarez has 11 years in the financial industry, since December 2014, across 2 adviser firms.
What exams has Maria Alvarez passed?
Maria Alvarez has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2014. FINRA credited Maria Alvarez with the SIE, which began in October 2018.
Where did Maria Alvarez work before MBM Wealth Consultants?
Before MBM Wealth Consultants, Maria Alvarez was registered through MML Investors Services, LLC, January 2015 to December 2022.
Where is Maria Alvarez based?
Maria Alvarez’s registered office is in Chesterfield, MO.
Is Maria Alvarez registered with FINRA?
No. Maria Alvarez has no current broker registration.
Is Maria Alvarez a CFP?
MBM Wealth Consultants lists Maria Alvarez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Maria Alvarez’s record?
Search CRD 6372417 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maria Alvarez’s full registration record.
