Matthew Westhoff has been Principal of MBM Wealth Consultants since November 2013, is a control person of the firm and directly owns under 5% of it.
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 Westhoff is Chief Executive Officer and Financial Planner of MBM Wealth Consultants. Over the course of his career, he has advised entrepreneurs, high-net-worth families, and growing organizations on strategies that balance risk management with long-term growth.
Matthew Westhoff’s longest registration is the current one, 12 years at MBM Wealth Consultants since 2013. Before joining MBM Wealth Consultants in 2013, Matthew Westhoff 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.– · 2 yearsChesterfield, MO · Adviser representative · Firm CRD 14251
Professional designations
Listed by MBM Wealth Consultants
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Westhoff is registered as an investment adviser representative in 3 states. The first approvals date from November 2013; the most recent is Illinois, in October 2025.
- IllinoisSince 8 October 2025
- MissouriSince 30 November 2013
- TexasSince 19 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 September 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 April 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 April 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Lawrence Westhoff
- CRD
- 4941808
- Firm
- MBM Wealth Consultants · CRD 169091
- Role
- Principal
- Office
- 16401 SWINGLEY RIDGE RD., SUITE 450, Chesterfield, MO 63017
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mbmwealth.com
Where does Matthew Westhoff work?
Matthew Westhoff has been Principal of MBM Wealth Consultants, LLC since November 2013, and is a control person of the firm.
Is Matthew Westhoff a financial advisor?
Yes. Matthew Westhoff has a current investment-adviser registration in Illinois, Missouri and Texas, through MBM Wealth Consultants since November 2013.
How many years of experience does Matthew Westhoff have?
Matthew Westhoff has 20 years in the financial industry, since September 2006, across 3 adviser firms.
What exams has Matthew Westhoff passed?
Matthew Westhoff has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in April 2005. FINRA credited Matthew Westhoff with the SIE, which began in October 2018.
Where did Matthew Westhoff work before MBM Wealth Consultants?
Before MBM Wealth Consultants, Matthew Westhoff was registered through Metlife Securities Inc., September 2006 to August 2009.
Where is Matthew Westhoff based?
Matthew Westhoff’s registered office is in Chesterfield, MO.
Is Matthew Westhoff registered with FINRA?
No. Matthew Westhoff has no current broker registration.
Is Matthew Westhoff a CFP?
MBM Wealth Consultants lists Matthew Westhoff with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Westhoff’s record?
Search CRD 4941808 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Westhoff’s full registration record.
