MW
MW

Michael Warner

18 Years of Experience
Plymouth, MN
BrokerSells Insurance

Michael Warner is a registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth, MN, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

9800 Shelard Parkway, Ste 330, Plymouth, MN, 55441

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael is a member/manager of RGW Wealth Management, LLC, a financial advisor at Avantax Insurance Agency/Services, and a CPA/member at GMW CPA Advisors PLLC. He also works as a Vice President at Gerhardson, Warner & Wehmhoff CPAs, LTD.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
December 2013 - October 2019 · 5 yrs 10 mos
1st Global Capital CORP.Broker
October 2007 - October 2019 · 12 yrs
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Warner - Financial Advisor | TrueAdvisor