Shannon Curtis has been an investment adviser representative at CMG Wealth Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners.
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.
Shannon Curtis’ longest registration was 5 years at Ameriprise Financial Services, LLC (2020–2026). Before joining CMG Wealth Advisors in 2026, Shannon Curtis was registered through Ameriprise Financial Services, LLC.
- CMG Wealth Advisors LLCCurrent– present · under a yearMadison, WI · Adviser representative · Firm CRD 340600
- Ameriprise Financial Services, LLC– · 5 yearsRochester, MN · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Shannon Curtis is registered as an investment adviser representative in Wisconsin, since August 2026.
- WisconsinSince 6 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 August 2020 |
| SIE | Securities Industry Essentials Examination | 24 May 2019 |
| Series 7TO | General Securities Representative Examination | 23 March 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Shannon E Curtis
- CRD
- 6752365
- Firm
- CMG Wealth Advisors · CRD 340600
- Office
- 8020 EXCELSIOR DRIVE SUITE 100, Madison, WI 53717
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Shannon Curtis work?
Shannon Curtis is an investment adviser representative registered through CMG Wealth Advisors LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Shannon Curtis a financial advisor?
Yes. Shannon Curtis has a current investment-adviser registration in Wisconsin, through CMG Wealth Advisors since August 2026.
How many years of experience does Shannon Curtis have?
Shannon Curtis has 7 years in the financial industry, since August 2019, across 2 adviser firms.
What exams has Shannon Curtis passed?
Shannon Curtis has passed 3 licensing exams: the Series 7TO, SIE and Series 66. The earliest, the Series 7TO, was passed in March 2019.
Where did Shannon Curtis work before CMG Wealth Advisors?
Before CMG Wealth Advisors, Shannon Curtis was registered through Ameriprise Financial Services, LLC, October 2020 to May 2026.
Where is Shannon Curtis based?
Shannon Curtis’ registered office is in Madison, WI.
Is Shannon Curtis registered with FINRA?
Yes. Shannon Curtis has a current broker registration, under CRD 6752365.
Source: FINRA BrokerCheck
How can I verify Shannon Curtis’ record?
Search CRD 6752365 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Shannon Curtis’ full registration record.