Morgan Mathison is a registered investment advisor, based in Spicer, MN, with 2 years of industry experience.
Location
425 Access Drive, Spicer, MN, 56288
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Morgan works as a contract financial advisor for RGW Wealth Management, LLC, spending about 10-20% of their time on account setup, paperwork, and administrative tasks. Morgan also serves as Treasurer for GMW CPA Advisors, PLLC, a CPA firm, dedicating nearly full-time hours to tax preparation and small business consulting.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations1 state
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