Matthew Lapides has been Principal, Chief Compliance Officer of MBM Wealth Consultants since November 2013, is a control person of the firm and directly owns under 5% of it. Matthew Lapides holds a Degree in Finance from the University of Missouri, St. Louis.
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.
Matt Lapides is Chief Financial Officer and Financial Advisor of MBM Wealth Consultants. He began his career as a private money manager and family business consultant. He co-founded MBM Wealth Consultants in 2009, and before that was an investment specialist for two Fortune 100 companies. His role includes managing client portfolios and analyzing investment opportunities.
Matthew Lapides’ longest registration is the current one, 12 years at MBM Wealth Consultants since 2013. Before joining MBM Wealth Consultants in 2013, Matthew Lapides was registered through Oneamerica Securities, Inc. and Metlife Securities Inc.
- MBM Wealth Consultants, LLCCurrent– present · 12 yearsChesterfield, MO · Adviser representative · Firm CRD 169091
- Oneamerica Securities, Inc.– · 4 yearsSt Louis, MO · Adviser representative · Firm CRD 4173
- Metlife Securities Inc.– · 1 yearChesterfield, MO · Adviser representative · Firm CRD 14251
- MML Investors Services, Inc.– · 1 yearChesterfield, MO · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Matthew Lapides is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2013; the most recent is California, in October 2025.
- CaliforniaSince 8 October 2025
- MissouriSince 30 November 2013
- TexasResidentSince 13 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 31 March 2008 |
| Series 24 | General Securities Principal Examination | 30 April 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 2004 |
| Series 7 | General Securities Representative Examination | 4 June 2004 |
- Name
- Operations Professional Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Aaron Lapides
- CRD
- 4899268
- Firm
- MBM Wealth Consultants · CRD 169091
- Role
- Principal, Chief Compliance Officer
- Office
- 16401 SWINGLEY RIDGE RD., SUITE 450, Chesterfield, MO 63017
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mbmwealth.com
Where does Matthew Lapides work?
Matthew Lapides has been Principal, Chief Compliance Officer of MBM Wealth Consultants, LLC since November 2013, and is a control person of the firm.
Is Matthew Lapides a financial advisor?
Yes. Matthew Lapides has a current investment-adviser registration in California, Missouri and Texas, through MBM Wealth Consultants since November 2013.
How many years of experience does Matthew Lapides have?
Matthew Lapides has 21 years in the financial industry, since March 2005, across 4 adviser firms.
What exams has Matthew Lapides passed?
Matthew Lapides has passed 7 licensing exams: the Series 7, Series 63, Series 65, Series 24, Series 53, Series 99TO and Series 52TO. The earliest, the Series 7, was passed in June 2004. FINRA credited Matthew Lapides with the SIE, which began in October 2018.
Where did Matthew Lapides work before MBM Wealth Consultants?
Before MBM Wealth Consultants, Matthew Lapides was registered through Metlife Securities Inc., May 2008 to August 2009; MML Investors Services, Inc., January 2007 to May 2008.
Where is Matthew Lapides based?
Matthew Lapides’ registered office is in Chesterfield, MO.
Is Matthew Lapides registered with FINRA?
Yes. Matthew Lapides has a current broker registration, under CRD 4899268.
Source: FINRA BrokerCheck
How can I verify Matthew Lapides’ record?
Search CRD 4899268 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Lapides’ full registration record.
