Steve Engels

Chief Executive Officer at CMG Global Holdings LLC

Finance

Consumer Services

Profile

Mr. Stephen M.
Engels is a Managing Partner & Chief Executive Officer at CMG Global Holdings LLC.
Mr. Engels was employed as a Vice President by Wells Fargo Advisors Financial Network LLC.
Before launching CMG Wealth Management, he accumulated decades of experience helping both individual and institutional clients navigate through a variety of market conditions.
He began his career in the financial services industry in 1993.
He received Bachelor of Business Administration from the University of Texas at Austin.
He holds the Certified Financial Planner designation.

Steve Engels active positions

Companies	Position	Start
CMG Global Holdings LLC CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients.	Chief Executive Officer	30/04/2020

All active positions of Steve Engels

Former positions of Steve Engels

Companies	Position	End
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.	Corporate Officer/Principal	30/04/2020

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Training of Steve Engels

University of Texas at Austin Graduate School

Undergraduate Degree

Experiences
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Linked companies

Private companies	2
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.	Finance
CMG Global Holdings LLC CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients.	Finance