Investment Questionnaire

Welcome and thank you for visiting the CMG Capital Management Group, Inc. website! After clicking the submit button at the bottom of the page, you will be redirected to our Products page that contains additional information on the investment opportunities described in John Mauldin’s recent mailing to you. CMG Capital Management Group, Inc. (CMG), a Registered Investment Advisor, based on the information entered below, will call you shortly to learn more about how we can help you reach your investment goals. The programs minimum investment is $100,000. Your privacy is important to us. Please review the Millennium Wave Advisors and CMG privacy policies at the bottom of this page. By entering your information into this subscription form, you are providing it to John Mauldin, Millennium Wave Advisors, LLC and John Mauldin’s partners, including CMG.

*Denotes Required Fields

First Name*

Last Name*

State/Province*

Zip*

Country*

U.S. Citizen:*

Birth Year:

Email*

Why we need to call you: In addition to answering your questions, an important requirement of our job is determining your interest, needs and suitability for the various products we offer. having a one-on-one conversation with you by telephone or in person is the only way for us to effectively do this.

Phone*

Evening Phone Number:

Email and Telephone Communications – Written Consent and Waiver of National Do-Not-Call Registration:
By selecting one of the following “I Agree” options, you acknowledge that you have read and agree to the “Electronic Signature Consent” box below. In addition, your “I Agree” selection below serves as your written invitation, permission and affirmative consent for us to: (1) contact you by telephone at the numbers designated below in connection with any account, relationship or transaction you may have or seek to establish with us; and to (2) contact you at your email address provided above.

Waiver of Natl Do-Not-Call Registration:

This written consent permits us to call you by telephone, and communicate with you by email, notwithstanding any registration of your telephone number or other identifying information on any national or state “do-not-call” list, including the National Do-Not-Call Registry administered by the Federal Communications Commission and/or the Federal Trade Commission. You acknowledge and agree that this written consent will continue for an indefinite period unless specifically revoked by you.

Individual Investor:*

Company

Title

Occupation:

Employee, owner or representative:

Investment Experience Areas:

Investing Experience (Years):

Historically, the stock market (as measured by the S&P 500 Index) has averaged approximately 10% per year with its largest drawdown being approximately 50%. In relationship to the return you wish to achieve, please select one of the following reward/risk profiles. These are for discussion purposes only. Does not guarantee returns.

Reward/Risk Profiles:

Description

By submitting this form you are providing your electronic consent to receive email communications and telephone solicitations from us [and to receive or deliver documents and other information electronically, including by email or on or through our website]. You have the right to call us and obtain this agreement in non-electronic form at no cost to you. You have the right to withdraw your consent effective at the time of notification and not to prior events before notification. We cannot guarantee that we will continue to provide services to you if you withdraw your consent. You further represent that you have the necessary hardware and software to gain access to our website and/or have a valid email address and are capable of downloading and printing any information on this page and the following website. You may incur costs associated with electronic delivery, including charges from the Internet Access Providers or telephone companies or printing costs. You agree that you shall be responsible for maintaining such services at your own expense. We agree to notify you of any changes to hardware or software requirement to access electronic records covered by this consent.

By submitting this form you represent that you have a current and working email addresses and are acknowledging delivery of each advisor’s disclosure document and the solicitor disclosure statements to be sent to the email address you submit. You can access these records using the hyperlinks included at the bottom of this form. These records must be read and examined thoroughly for their respective risks and disclosure information.

By submitting this form, I represent and certify under penalty of perjury that my foregoing statements and entered information are true and correct. I expressly consent and give my permission for John Mauldin and Millennium Wave Investments to share my information with its partners, including CMG, and acknowledge that CMG will contact me.

John Mauldin is the President of Millennium Wave Advisors, LLC (MWA), which is an investment advisory firm registered with multiple states. John Mauldin is a registered representative of Millennium Wave Securities, LLC (MWS), a FINRA registered broker-dealer, commodity pool operator (CPO), commodity trading advisor (CTA) and introducing broker (IB) registered with the CFTC, and a member of the NFA in such capacities. Millennium Wave Investments is a dba of MWA.

Please note that John Mauldin and MWA receive up to 1/3 of the net of CMG’s investment management fee for clients that they refer to CMG. If you were referred to CMG by John Mauldin and Millennium Wave Investments, you acknowledge receipt of CMG’s solicitor disclosure information and CMG’s disclosure form (ADV) detailing this relationship. These documents were provided to you electronically in John Mauldin’s introduction email. If you would like to review them now, click here to review the Millennium Wave Investments (John Mauldin) Solicitor Disclosure statement and/or review CMG’s ADV. You should note that CMG is responsible for individual client suitability and will help you decide whether any of the recommended managers or programs is appropriate for you. A potential risk is that Millennium Wave Investments (John Mauldin) refers non-accredited investment advisory leads in the United States exclusively to CMG. Before seeking any advisor’s services or making an investment, investors must read and examine thoroughly the respective risks and disclosures. Past performance is not indicative of future results.

Investment Questionnaire

About Us

CMG Products

Connect with CMG

Disclosures

Our Affiliations