CMG Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CMG Wealth Advisors LLC provides discretionary investment management to both retail and institutional clients through separately managed accounts and wrap program fee accounts, and offers retirement plan consulting and fiduciary services to employers and plan sponsors. As of June 30, 2026 the firm reported regulatory assets under management of approximately $138.4 million and delivers client reporting, ongoing monitoring, and customized portfolio construction across account types.
The firm typically manages portfolios on a discretionary basis, tailoring allocations to clients’ objectives, risk tolerance, and any client‑imposed restrictions, and may use third‑party managers and model portfolios. CMG’s investment program includes a broad range of securities (equities, fixed income, ETFs, mutual funds, private funds and alternatives), and the firm documents rollover recommendations and other retirement advice in accordance with DOL guidance, relying on PTE 2020‑02 where applicable.
A distinctive feature of CMG is its common control relationship with an affiliated broker‑dealer, CMG Securities LLC, and a community bank, Bank CMG, while the brochure states those affiliates are operationally independent and that clients are not required to do business with them. The firm also recently transitioned to SEC registration as a large advisory firm, serves as portfolio manager within wrap programs sponsored by LPL Financial and Commonwealth Financial Network (where the sponsor provides execution and custody), and discloses that it manages performance‑based fee accounts alongside non‑performance accounts.
Client services
Expertise
Fee options
$0 - $4,999,999: 0.90%-1.30% for Equity or Balanced Portfolio $5,000,000 - $49,999,999: 0.85% for Equity or Balanced Portfolio $50,000,000 - $99,999,999: 0.80% for Equity or Balanced Portfolio $0 - $2,499,999: 0.60% for Fixed Income Portfolio $2,500,000+: 0.50% for Fixed Income Portfolio
CMG does assess performance-based fees for SMA investors; specific fee amounts or ranges not provided.
Account minimum: $5,000,000 Minimum fee: Minimum advisory fee of 0.50% applies for fixed income portfolios only; no minimum dollar amount per annum stated for advisory fees for investors.
Main office
See office8020 Excelsior Drive Suite 100
Madison WI 53717
Advisors at this office
3
Offices (2)
Most active in
Illinois · Texas · Wisconsin
Also doing business as
Cmg Wealth · Cmg Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
Ross S
Series 63
Alma, WI
CMG Wealth Advisors LLC
Ross Smith is a financial advisor at CMG Wealth Advisors LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Commonwealth Equity Services, Inc. and Farmers Savings Bank. Outside of his advisory work, he operates a stonecutting business in Bayfield, WI. CMG Wealth Advisors provides discretionary investment management and retirement plan consulting to retail and institutional clients, offering customized portfolio construction and ongoing monitoring. The firm manages a broad range of securities and maintains affiliations with an affiliated broker-dealer and community bank while operating independently.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)