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Member and Chief Compliance Officer · CMG Wealth Management

Stephen Engels

CRD 2428248 · Named on Form ADV at one SEC-registered adviser

At a glance

CMG Wealth Management, an SEC-registered wealth manager based in Plano, TX with $379 million in regulatory assets, lists Stephen Engels on its Form ADV as Member and Chief Compliance Officer, a control person.

Firms and roles

  • CMG Wealth ManagementMember and Chief Compliance OfficerWealth manager · Plano, TX · $379M in regulatory assets

AtlasMembers

Stephen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.