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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

JONATHAN PAUL LAVENTURE

Advisor at CMG WEALTH ADVISORS LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ca8f1e1-d22b-844d-d793-aaba2e782d33

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 20, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CMG WEALTH ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 15, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 2
Exams: S66
First exam: Jan 15, 2009
First registration: Jan 20, 2009
Dual registered: yes, broker-dealer
Other names: JONATHAN LAVENTURE
IAPD individual key: 5587341

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CMG WEALTH ADVISORS LLC	Independent wealth	Aug 6, 2026	n/a	yes	Dodgeville , WI\|MADISON, WI\|Mineral Point , WI\|Mount Horeb, WI	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 22, 2021	n/a	yes	MOUNT HOREB, WI\|DODGEVILLE, WI\|MINERAL POINT, WI	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 1, 2013	Nov 3, 2021	no	SPRING GREEN, WI\|SAN DIEGO, CA\|SPRING GREEN, WI\|ARENA, WI\|BARNEVELD, WI\|PLAIN, WI\|MAZOMANIE, WI\|RICHLAND CENTER, WI	Previous registration
WADDELL & REED	Former SEC adviser	Jan 20, 2009	Jul 2, 2013	no	MADISON, WI\|WAUKESHA, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	COMMONWEALTH FINANCIAL NETWORK	Nov 3, 2021	Oct 22, 2021	-12	Firm change	Ibd to ibd
WADDELL & REED	LPL FINANCIAL LLC	Jul 2, 2013	Jul 1, 2013	-1	Firm change	Other

Relationships

Registered with (4)

→ CMG WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Aug 6, 2026 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: current employment
Oct 22, 2021 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 1, 2013 to Nov 3, 2021factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jan 20, 2009 to Jul 2, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ca8f1e1-d22b-844d-d793-aaba2e782d33
First observed: Jan 20, 2009
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JONATHAN PAUL LAVENTURE

Advisor at CMG WEALTH ADVISORS LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ca8f1e1-d22b-844d-d793-aaba2e782d33

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CMG WEALTH ADVISORS LLC

Independent wealth

Aug 6, 2026

n/a

yes

Dodgeville , WI|MADISON, WI|Mineral Point , WI|Mount Horeb, WI

Current employment

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

Oct 22, 2021

n/a

yes

MOUNT HOREB, WI|DODGEVILLE, WI|MINERAL POINT, WI

Current employment

LPL FINANCIAL LLC

Bd affiliated wealth

Jul 1, 2013

Nov 3, 2021

Previous registration

WADDELL & REED

Former SEC adviser

Jan 20, 2009

Jul 2, 2013

MADISON, WI|WAUKESHA, WI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

Nov 3, 2021

Oct 22, 2021

-12

Firm change

Ibd to ibd

WADDELL & REED

LPL FINANCIAL LLC

Jul 2, 2013

Jul 1, 2013

-1

Firm change

Other