Stephen Mark Engels
Investment adviser representative at Cmg Wealth Management
17 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$379.4MFirm assets
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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
Experience
17 years in the industry.
- Purshe Kaplan Sterling InvestmentsSep 2020 to now
- Cmg Wealth Management, LLCJun 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2020
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, LA, TX).
Cmg Wealth Management
Legal name: Cmg Global Holdings, LLC
$379.4MAssets managed
332Clients
6Advisers
6 yearsIn 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
- 2428248
- Firm CRD
- 307513