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Craig Anthony Hausz

CMH Wealth Management

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About Craig Anthony Hausz

Craig Anthony Hausz is an investment advisor representative with CMH Wealth Management, located in Dallas, Texas. Craig has been in the financial services industry since 2014, previously working at Ameritas Investment Company, LLC and IFS Securities. Craig is a Certified Financial Planner™ and holds the Series 6, 7, 63, 65, and 66 licenses. Craig is a dedicated advisor that is focused on providing financial planning services for individuals, corporations, and pension and profit sharing plans.

Firm Information

Craig Hausz is currently registered with CMH Wealth Management. CMH Wealth Management is a registered investment advisor with approximately $71.6 million in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, pension and profit-sharing plans. CMH Wealth Management also offers a wrap fee program.

$71.61M

Assets Under Management

4

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Hausz’s Registration & Firm History

TX

04/26/2023 - Present

CMH Wealth Management (DALLAS TX)

TX

04/23/2020 - 12/02/2021

AMERITAS INVESTMENT COMPANY, LLC (Dallas TX)

TX

02/04/2019 - 07/22/2019

IFS SECURITIES (Dallas TX)

TX

02/06/2017 - 03/22/2018

PRINCIPAL SECURITIES, INC. (ADDISON TX)

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Licenses & Designations

BOTH

Issued 05/22/2017

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Anthony Hausz.
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