Craig A. Hausz

CMH WEALTH MANAGEMENT

DALLAS, TX 75252

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CRD#: 5077750

Professional summary

Craig Anthony Hausz, CFP®, who also goes by Craig A Hausz, Craig Hausz, is a registered financial advisor currently at CMH WEALTH MANAGEMENT located in Dallas, Texas.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Craig has worked at 7 firms and has passed the Series 66, Series 65, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig A Hausz | Craig Hausz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Shareholder and CEO for accounting firm, CMH Advisors, PLLC. Affiliated with spouse's consulting firm, InHausz Solutions, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Anthony Hausz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

April 26, 2023 - Present

CMH WEALTH MANAGEMENT

Office #1: 17304 Preston Road Suite 1350, Dallas, TX 75252

RIA

CRD#: 325543

DALLAS, TX

Past

November 1, 2021 - June 13, 2023

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

Dallas, TX

Past

April 23, 2020 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

DALLAS, TX

Past

April 23, 2020 - December 2, 2021

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

Dallas, TX

Past

February 4, 2019 - July 22, 2019

IFS SECURITIES

CRD#: 40375

Dallas, TX

Past

May 21, 2018 - May 11, 2020

XO WEALTH MANAGEMENT

RIA

CRD#: 281767

ADDISON, TX

Past

May 23, 2017 - March 22, 2018

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

ADDISON, TX

Past

February 6, 2017 - March 22, 2018

PRINCIPAL SECURITIES, INC.

CRD#: 1137

ADDISON, TX

Past

April 14, 2006 - March 25, 2008

HANOVER HILLCREST HOLDINGS, LLC

RIA

CRD#: 129675

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/22/2017

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/13/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 3/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/6/2017

General Securities Representative Examination

Current Firm

CMH WEALTH MANAGEMENT

CMH WEALTH MANAGEMENT | CMH WEALTH MANAGEMENT, LLC

CRD#: 325543 / SEC#:

Texas

Registered Investment Advisory firm - (4/26/2023 Approved)

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Contact information

Main Address

17304 Preston Road Suite 1350, Dallas, TX 75252

Mailing Address

Phone number

(214) 692-5878

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	111
AUM (Assets Under Management)	$ 71,612,007

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Craig A. Hausz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Anthony Hausz's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

IFS SECURITIES

XO WEALTH MANAGEMENT

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

HANOVER HILLCREST HOLDINGS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2017

Series 65

Date: 4/13/2006

Series 6TO

Date: 1/2/2023

SIE

Date: 3/22/2018

Series 7

Date: 2/6/2017

Current Firm

CMH WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CMH WEALTH MANAGEMENT

TRUST BUT VERIFY

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