Gregory Ehlers has been Chief Investment Officer of CMG Wealth Advisors since January 2026, is a control person of the firm and directly owns 75% or more of it.
CMG Wealth Advisors LLC is a Madison, WI firm with $138M under management, 1,058 clients and 3 advisers across 5 offices, as of its September 2026 filing.
Gregory Ehlers’ longest registration was 3 years at Navigate Advisors LLC (2007–2011). Before joining CMG Wealth Advisors in 2026, Gregory Ehlers was registered through Navigate Advisors LLC.
- CMG Wealth Advisors LLCCurrent– present · under a yearMadison, WI · Adviser representative · Firm CRD 340600
- LPL Financial LLCAlso current– present · under a yearMadison, WI · Adviser representative · Firm CRD 6413
- Navigate Advisors LLC– · 3 yearsStamford, CT · Adviser representative · Firm CRD 128143
Investment adviser representative registrations
Gregory Ehlers is registered as an investment adviser representative in 2 states. The first approvals date from March 2026; the most recent is Texas, in May 2026.
- TexasSince 21 May 2026
- WisconsinSince 17 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2026 |
| Series 24 | General Securities Principal Examination | 24 February 2024 |
| Series 7TO | General Securities Representative Examination | 24 February 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 4 February 2004 |
| Series 3 | National Commodity Futures Examination | 31 January 2001 |
| Series 7 | General Securities Representative Examination | 13 December 2000 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Todd Ehlers
- CRD
- 1787912
- Firm
- CMG Wealth Advisors · CRD 340600
- Role
- Chief Investment Officer
- Office
- 8020 EXCELSIOR DRIVE SUITE 100, Madison, WI 53717
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Gregory Ehlers work?
Gregory Ehlers has been Chief Investment Officer of CMG Wealth Advisors LLC since January 2026, and is a control person of the firm.
Is Gregory Ehlers a financial advisor?
Yes. Gregory Ehlers has a current investment-adviser registration in Texas and Wisconsin, through CMG Wealth Advisors since May 2026.
How many years of experience does Gregory Ehlers have?
Gregory Ehlers has 15 years in the financial industry, since January 2011, across 3 adviser firms.
What exams has Gregory Ehlers passed?
Gregory Ehlers has passed 7 licensing exams: the Series 7, Series 3, Series 4, Series 24, Series 7TO, Series 65 and Series 63. The earliest, the Series 7, was passed in December 2000. FINRA credited Gregory Ehlers with the SIE, which began in October 2018.
Where did Gregory Ehlers work before CMG Wealth Advisors?
Before CMG Wealth Advisors, Gregory Ehlers was registered through Navigate Advisors LLC, June 2007 to January 2011.
Where is Gregory Ehlers based?
Gregory Ehlers’ registered office is in Madison, WI.
Is Gregory Ehlers registered with FINRA?
Yes. Gregory Ehlers has a current broker registration, under CRD 1787912.
Source: FINRA BrokerCheck
How can I verify Gregory Ehlers’ record?
Search CRD 1787912 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gregory Ehlers’ full registration record.