linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Mark Engels

CMG Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Mark Engels

Stephen Engels is a financial advisor with over 25 years of experience in the industry. Stephen is currently registered with CMG Wealth Management, LLC in Plano, Texas. Previously, Stephen has been registered with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., J.C. Bradford & Co., and Southwest Securities, Inc. Stephen has experience in various investment areas including portfolio management for individuals. Stephen is also a Certified Financial Planner.

Firm Information

Stephen 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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Engels’s Registration & Firm History

TX

04/28/2020 - Present

CMG Wealth Management (PLANO TX)

TX

09/20/2018 - 05/20/2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PLANO TX)

TX

05/25/2007 - 09/20/2018

WELLS FARGO CLEARING SERVICES, LLC (PLANO TX)

TX

08/14/2000 - 06/11/2007

UBS FINANCIAL SERVICES INC. (ADDISON TX)

NY

10/30/1998 - 08/14/2000

J.C. BRADFORD & CO. (NEW YORK NY)

TX

05/22/1995 - 11/02/1998

SOUTHWEST SECURITIES, INC. (DALLAS TX)

TX

12/20/1993 - 06/06/1995

BARRE & COMPANY, INCORPORATED (DALLAS TX)

Not sure if Stephen Mark Engels is right for you?

Licenses & Designations

IA

Issued 12/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/18/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Mark Engels.
Not sure if Stephen Mark Engels is right for you?