RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Geoffrey Eikmann
- Title
- Chief Investment Officerreportedmbmwealth.comfirm site, Sep 15, 2026
- Designations
- CFAreportedmbmwealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 15reportedmbmwealth.com“With over 15 years of experience in the industry, he’s navigated a wide variety of market ups and down.”
- Professional profile
- mbmwealth.com/team/geoff-eikmann-cfareportedmbmwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Mbm Wealth Consultants, LLC independent RIA currentsince Aug 17, 2023 · Chesterfield, Mo
- Moneta Group Investment Advisors, LLC independent RIAAug 20, 2014 to Jan 4, 2019 · St. Louis, Mo
- Moneta Group Investment Advisors, LLC to Mbm Wealth Consultants, LLCleft Jan 4, 2019, registered Aug 17, 2023 (1686 days) · RIA to RIA
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address