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Jonathan L

Series 66

Madison, WI

CMG Wealth Advisors LLC

Jonathan Laventure is a financial advisor at CMG Wealth Advisors LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at The Peoples Community Bank, LPL Financial, and Waddell & Reed. Outside of his advisory role, he serves as a soccer referee for the Mount Horeb Soccer Club. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting to retail and institutional clients. The firm manages portfolios tailored to clients’ objectives and risk tolerance, utilizing a broad range of securities and third-party managers, and maintains approximately $138.4 million in regulatory assets under management as of mid-2026.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management Private / alternative investments
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Gregory E

Series 63, Series 65

Madison, WI

CMG Wealth Advisors LLC

Gregory Ehlers is a financial advisor at CMG Wealth Advisors LLC in Madison, WI, holding Series 63 and Series 65 licenses with 15 years of industry experience. His previous roles include positions at LPL Financial, Mischler Financial Group, Inc., and Navigate Advisors. He also spent 11 years at REQ Consulting. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting for both retail and institutional clients. The firm manages portfolios tailored to client objectives using a broad range of securities and operates alongside affiliated entities, including an affiliated broker-dealer and community bank.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management Private / alternative investments
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Shannon C

Series 66

Madison, WI

CMG Wealth Advisors LLC

Shannon Curtis is a financial advisor at CMG Wealth Advisors LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC for six years. Outside her advisory role, Curtis is involved with Ikigai Operations LLC, where she manages an advisory business as a registered team member. CMG Wealth Advisors LLC provides discretionary investment management and retirement plan consulting services to retail and institutional clients. The firm manages portfolios tailored to client objectives and risk tolerance, utilizes a broad range of securities, and operates with an affiliated broker-dealer and community bank while maintaining operational independence.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Active portfolio management Private / alternative investments
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