William Weckback has been an investment adviser representative at MBM Wealth Consultants since November 2013, and is not listed among the firm’s executive officers or direct owners. William Weckback holds a Degree in Finance from Quincy University.
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.
Bill Weckback is Financial Planner of MBM Wealth Consultants. As a founding partner of the firm, he uses his financial and insurance planning background to help clients pursue their life's dreams.
William Weckback’s longest registration is the current one, 12 years at MBM Wealth Consultants since 2013. Before joining MBM Wealth Consultants in 2013, William Weckback 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.– · 10 yearsChesterfield, MO · Adviser representative · Firm CRD 14251
Professional designations
Listed by MBM Wealth Consultants
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
William Weckback is registered as an investment adviser representative in 2 states. The first approvals date from November 2013; the most recent is Texas, in January 2016.
- MissouriSince 30 November 2013
- TexasSince 26 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 February 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 February 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 August 1996 |
- 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
- William Robert Weckback
- CRD
- 2772330
- Firm
- MBM Wealth Consultants · CRD 169091
- Office
- 16401 SWINGLEY RIDGE RD., SUITE 450, Chesterfield, MO 63017
- Registration
- Investment adviser registration
- In the industry since
- November 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mbmwealth.com
Where does William Weckback work?
William Weckback is an investment adviser representative registered through MBM Wealth Consultants, LLC since November 2013, and is not listed among the firm’s executive officers or direct owners.
Is William Weckback a financial advisor?
Yes. William Weckback has a current investment-adviser registration in Missouri and Texas, through MBM Wealth Consultants since November 2013.
How many years of experience does William Weckback have?
William Weckback has 27 years in the financial industry, since November 1998, across 3 adviser firms.
What exams has William Weckback passed?
William Weckback has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in August 1996. FINRA credited William Weckback with the SIE, which began in October 2018.
Where did William Weckback work before MBM Wealth Consultants?
Before MBM Wealth Consultants, William Weckback was registered through Metlife Securities Inc., November 1998 to August 2009.
Where is William Weckback based?
William Weckback’s registered office is in Chesterfield, MO.
Is William Weckback registered with FINRA?
No. William Weckback has no current broker registration.
Is William Weckback a CFP?
MBM Wealth Consultants lists William Weckback with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify William Weckback’s record?
Search CRD 2772330 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Weckback’s full registration record.
