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Matthew Stephen Engels

CMG Wealth Management

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About Matthew Stephen Engels

Matthew Engels is an investment advisor representative with CMG Wealth Management in Plano, Texas. Matthew has been registered with the state of Texas since July 4, 2024. Matthew also holds the Series 65 designation and the SIE Exam. Matthew is currently registered in Arkansas, California, Louisiana and Texas. CMG Wealth Management is a Registered Investment Advisor with over $342 million in assets under management.

Firm Information

Matthew Engels is currently registered with CMG Wealth Management. CMG Wealth Management is a Plano, TX-based registered investment advisor with approximately $342.3 million in regulatory assets under management. The firm provides portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment companies.
CMG Wealth Management

2500 DALLAS PARKWAY, SUITE 400

PLANO, TX 75093

$342.31M

Assets Under Management

Not reported

Total Clients

5

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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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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percentage of assets

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

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Matthew Engels’s Registration & Firm History

TX

07/04/2024 - Present

CMG Wealth Management (PLANO TX)

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Licenses & Designations

IA

Issued 06/28/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Stephen Engels.
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