Gregory Todd Ehlers
Investment adviser representative at Cmg Wealth Advisors LLC
12 yearsExperience
2 statesRegistered in
$138.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- LPL FinancialMar 2026 to now
- Cmg Wealth Advisors LLCFeb 2026 to now
- Bank CmgSep 2025 to now
- Cmg Financial SecuritiesFeb 2019 to Feb 2021
- Mischler Financial Group, Inc.Jun 2018 to Feb 2019
- UnemployedDec 2015 to Jun 2018
- Req ConsultingJan 2014 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Cmg Wealth Advisors LLC
$138.4MAssets managed
1,058Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1787912
- Firm CRD
- 340600