Michael L. George

CMG WEALTH MANAGEMENT

PLANO, TX 75093

Some features on this profile are disabled

CRD#: 8306326

Professional summary

Michael Louis George, who also goes by Michael George, is a registered financial advisor currently at CMG WEALTH MANAGEMENT located in Plano, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Michael has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Michael George

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Louis George'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

July 14, 2026 - Present

CMG WEALTH MANAGEMENT

Office #1: 2500 Dallas Parkway, Suite 400, Plano, TX 75093

RIA

CRD#: 307513

PLANO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CMG WEALTH MANAGEMENT

CMG GLOBAL HOLDINGS, LLC | COURSE MADE GOOD WEALTH MANAGEMENT | CMG WEALTH MANAGEMENT

CRD#: 307513 / SEC#: 801-118163

RIA

Registered Investment Advisory firm - (3/6/2020 Approved)

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

Arkansas
(7/14/2026)

IAR

California
(7/14/2026)

IAR

Louisiana
(7/23/2026)

IAR

Texas
(7/14/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/15/2026

Uniform Investment Adviser Law Examination

Current Firm

CMG WEALTH MANAGEMENT

CMG GLOBAL HOLDINGS, LLC | COURSE MADE GOOD WEALTH MANAGEMENT | CMG WEALTH MANAGEMENT

CRD#: 307513 / SEC#: 801-118163

RIA

Registered Investment Advisory firm - (3/6/2020 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2500 Dallas Parkway, Suite 400, Plano, TX 75093

Mailing Address

Phone number

(469) 729-7084

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE - CMG WEALTH MANAGEMENT (2/18/2026)

Regulatory assets under management

Total Number of Accounts	674
AUM (Assets Under Management)	$ 379,373,540

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.

Similar Advisors

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

RICHARDSON, TX

David Alvarez

EDWARD JONES

IAR

GRAPEVINE, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

Dallas, TX

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael L. George

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Louis George's CRS (Customer Relationship Summary).

Certified licenses

Experience

CMG WEALTH MANAGEMENT

Primary Firm SEC Registration

CMG WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2026

Current Firm

CMG WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CMG WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors