Robert Lawrence Engels
Investment adviser representative at Cmg Wealth Management
10 yearsExperience
5 statesRegistered in
$379.4MFirm assets
6 yearsFirm 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
Experience
10 years in the industry.
- Cmg Wealth ManagementJan 2023 to now
- Fidelity InvestmentsJun 2020 to Dec 2022
- Wells Fargo Financial NetworkJun 2019 to Aug 2019
- Wells Fargo AdvisorsJun 2018 to Aug 2018
- Wells Fargo AdvisorsJun 2017 to Aug 2017
- StudentAug 2016 to Jun 2020
- Southern Methodist UniversityAug 2016 to Jun 2017
- Stonebriar Country ClubJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 5 states (AR, 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
- 6818852
- Firm CRD
- 307513