Geoffrey Scott Eikmann
Portfolio Manager-Aktien bei MBM Wealth Consultants LLC
Profil
Geoffrey Scott Eikmann is currently working as a Portfolio Manager at MBM Wealth Consultants LLC since 2023.
Prior to this, he worked as a Senior Investment Analyst at Moneta Group Investment Advisors LLC from 2013 to 2019, and as a Fixed Income Product Specialist at Wells Fargo Clearing Services LLC from 2008 to 2013.
He completed his undergraduate degree at the University of Missouri.
Aktive Positionen von Geoffrey Scott Eikmann
Unternehmen | Position | Beginn |
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MBM Wealth Consultants LLC
MBM Wealth Consultants LLC Investment ManagersFinance MBM Wealth Consultants LLC (MBM) is a SEC-registered investment adviser headquartered in Chesterfield, Missouri. The firm was founded in 2013 and is a subsidiary of MBM Wealth Group LLC. MBM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Portfolio Manager-Aktien | 01.07.2023 |
Ehemalige bekannte Positionen von Geoffrey Scott Eikmann
Unternehmen | Position | Ende |
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Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Analyst-Festverzinsliche Wertpapiere | 04.01.2019 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Analyst-Festverzinsliche Wertpapiere | 01.10.2013 |
Ausbildung von Geoffrey Scott Eikmann
University of Missouri | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmensverbindungen
Private Unternehmen | 3 |
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Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
MBM Wealth Consultants LLC
MBM Wealth Consultants LLC Investment ManagersFinance MBM Wealth Consultants LLC (MBM) is a SEC-registered investment adviser headquartered in Chesterfield, Missouri. The firm was founded in 2013 and is a subsidiary of MBM Wealth Group LLC. MBM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |