Shannon E. Curtis

CMG WEALTH ADVISORS

MADISON, WI 53717

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CRD#: 6752365

Professional summary

Shannon E Curtis, who also goes by Shannon Elizabeth Curtis, Shannon Curtis, Shannon Elizabeth Goeldi, is a registered financial advisor currently at CMG WEALTH ADVISORS LLC located in Madison, Wisconsin and LPL FINANCIAL LLC located in Madison, Wisconsin.

Shannon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Shannon has worked at 3 firms and has passed the Series 66, SIE and Series 7TO exams.

Aliases

Shannon Elizabeth Curtis | Shannon Curtis | Shannon Elizabeth Goeldi

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.

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Greenwoods Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name CMG Wealth Advisors LLC - Inv Rel - At Reported Business Location (s) - Start Date : 08/2026

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shannon E Curtis's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 6, 2026 - Present

CMG WEALTH ADVISORS LLC

Office #1: 8020 Excelsior Drive Suite 100, Madison, WI 53717

RIA

CRD#: 340600

MADISON, WI

Current

August 6, 2026 - Present

LPL FINANCIAL LLC

Office #1: 8020 Excelsior Dr Ste 100, Madison, WI 53717

RIA

CRD#: 6413

MADISON, WI

Past

October 14, 2020 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Rochester, MN

Past

May 24, 2019 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Rochester, MN

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/13/2026)

Arizona
(8/13/2026)

Colorado
(8/13/2026)

Florida
(8/13/2026)

Georgia
(8/13/2026)

Illinois
(8/13/2026)

Iowa
(8/13/2026)

Maine
(8/13/2026)

Michigan
(8/13/2026)

Minnesota
(8/13/2026)

Missouri
(8/13/2026)

New York
(8/13/2026)

North Carolina
(8/14/2026)

Oregon
(8/13/2026)

Pennsylvania
(8/13/2026)

Texas
(8/13/2026)

Vermont
(8/13/2026)

Wisconsin
(8/6/2026)

IAR

Wisconsin
(8/6/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/8/2020

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/24/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 3/23/2019

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CMG WEALTH ADVISORS LLC

CRD#: 340600 / SEC#: 801-135516

RIA

Registered Investment Advisory firm - (3/10/2026 120-Day Approval)

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Contact information

Main Address

8020 Excelsior Drive Suite 100, Madison, WI 53717

Mailing Address

Phone number

(608) 471-5415

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CMG (2/6/2026)

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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Shannon E. Curtis

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shannon E Curtis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CMG WEALTH ADVISORS LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/8/2020

SIE

Date: 5/24/2019

Series 7TO

Date: 3/23/2019

FINRA

Current Firm

CMG WEALTH ADVISORS LLC

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

CMG WEALTH ADVISORS LLC

TRUST BUT VERIFY

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