Craig Anthony Hausz

Employer firm

Cmh Wealth Management CRD 325543

$101M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 03/2018
  Principal Securities Inc
  Addison, TX
• 05/2018 → 05/2020
  Xo Wealth Management/Fuller Wealth Management
  Dallas, TX
• 06/2014 → Present
  Cmh Advisors, Pllc
  Dallas, TX
• 02/2019 → 07/2019
  Ifs Securities Inc.
  Atlanta, GA
• 04/2020 → 12/2021
  Ameritas Investment Company, Llc
  Lincoln, NE
• 10/2017 → Present
  Cmh Wealth Management, Llc
  Dallas, TX
• 11/2021 → 06/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 03/2023 → Present
  Cmh Wealth Management, Llc
  Dallas, TX

Previous Registrations

• 2021-11-01 → 2023-06-13
  Ameritas Advisory Services, Llc
  Dallas, TX
• 2020-04-23 → 2021-11-01
  Ameritas Investment Company, Llc
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Glendale, AZ
  Dallas, TX
• 2018-05-21 → 2020-05-11
  Xo Wealth Management
  Addison, TX
  Dallas, TX
• 2017-05-23 → 2018-03-22
  Principal Securities, Inc.
  Addison, TX
  Addison, TX
• 2006-04-14 → 2008-03-25
  Hanover Hillcrest Holdings, Llc
  Dallas, TX

Other Businesses

Shareholder and CEO for accounting firm, CMH Advisors, PLLC. Affiliated with spouse's consulting firm, InHausz Solutions, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-22
• S65 Uniform Investment Adviser Law Examination
  2006-04-13

Designations

• Certified Financial Planner

Other Names

• Craig A Hausz
• Craig Hausz