Profiel
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.
Actieve functies van Steve Engels
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 01-05-2020 |
Eerdere bekende functies van Steve Engels
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 01-05-2020 |
Opleiding van Steve Engels
| University of Texas at Austin Graduate School | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
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 |
