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Current Employers
Cmg Wealth Advisors Llc

8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-18
WI RA APPROVED 2026-05-29
  • TX RA
    APPROVED
    Since 2026-08-18
  • WI RA
    APPROVED
    Since 2026-05-29

Branch Locations

8020 Excelsior Drive Suite 100, Madison, WI 53717 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-21
WI RA APPROVED 2026-03-17
  • TX RA
    APPROVED
    Since 2026-05-21
  • WI RA
    APPROVED
    Since 2026-03-17

Branch Locations

8020 Excelsior Dr Ste 100, Madison, WI 53717 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mischler Financial Group, Inc. Corona Del Mar CA 06/2018 02/2019
Unemployed Darien CT 12/2015 06/2018
Cmg Financial Securities Las Vegas NV 02/2019 02/2021
Req Consulting Glenbrook NV 01/2014 08/2025
Bank Cmg Middleton WI 09/2025 Present
Lpl Financial Middleton WI 03/2026 Present
Cmg Wealth Advisors Llc Middleton WI 02/2026 Present
  • 06/2018 → 02/2019
    Mischler Financial Group, Inc.
    Corona Del Mar, CA
  • 12/2015 → 06/2018
    Unemployed
    Darien, CT
  • 02/2019 → 02/2021
    Cmg Financial Securities
    Las Vegas, NV
  • 01/2014 → 08/2025
    Req Consulting
    Glenbrook, NV
  • 09/2025 → Present
    Bank Cmg
    Middleton, WI
  • 03/2026 → Present
    Lpl Financial
    Middleton, WI
  • 02/2026 → Present
    Middleton, WI
Previous Registrations
  • 2007-06-06 → 2011-01-20
    Navigate Advisors
    Stamford, CT
    Stamford, CT
    Stamford, CT
Other Businesses

1. 03/2026 - Eco Kashi - bda DooKashi - Business Owner - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Glenbrook, NV - OBA Start Date: 03/01/2017 2. 03/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Greenwoods Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date 02/25/2026 - 160 hours per month/ 40 hours during trading 3. 03/2026 - Bank CMG - Outside/W-2 Employment - Inv Related - 120 Hour(s)/Month - 15 Hour(s) During Trading -Madison, WI - OBA Start Date: 09/01/2025 4. 03/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name CMG Wealth Advisors LLC - Inv Related - 100 Hour(s)/Month - 85 Hour(s) During Trading - At Reported Business Location (s) - Start Date 03/01/2026 5. 03/2026 - REQ LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Middleton, WI - Start Date 01/01/2013 - 0 hours per month/ during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-02
S65 Uniform Investment Adviser Law Examination 2026-03-06
  • S63 Uniform Securities Agent State Law Examination
    2026-07-02
  • S65 Uniform Investment Adviser Law Examination
    2026-03-06
Other Names
  • Greg Ehlers

View on SEC IAPD

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