Morgan Faye Mathison

Current Employers

Employment History

• 04/2018 → Present
  Gerhardson Warner & Wehmhoff Cpas
  Plymouth, MN
• 05/2014 → 04/2018
  Eide Bailly Llp
  Fargo, ND
• 06/2023 → 09/2025
  Avantax Investment Services Inc.
  Plymouth, MN
• 06/2023 → 09/2025
  Avantax Advisory Services
  Plymouth, MN
• 04/2018 → 10/2024
  Gerhardson, Warner & Wehmhoff Cpas Ltd
  Spicer, MN
• 01/2024 → Present
  Gmw Cpa Advisors, Pllc
  Plymouth, MN
• 11/2023 → Present
  Rgw Wealth Management, Llc
  Plymouth, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Spicer, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-11-08 → 2025-09-05
  Avantax Advisory Services
  Spicer, MN
  Dallas, TX
  Spicer, MN

Other Businesses

1) RGW WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: Financial advising INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/08/2023 ADDRESS: 9800 Shelard Parkway, Ste 330, Plymouth MN 55441, United States DESCRIPTION: Contract worker performing services such ashelping with account set up/paperwork, administrative phone calls, and all other items requested by existing advisors of RGW. In the future will be taking on and managing client accounts. 2) GMW CPA ADVISORS, PLLC POSITION: Treasurer NATURE: CPA Firm - tax preparation and small business consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 9800 Shelard Parkway, Ste 330, Plymouth MN 55441, United States DESCRIPTION: I will prepare tax returns, help clients with bookkeeping, payroll, sales tax, and other consulting items.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-11

Other Names

• Morgan Faye Mathison
• Morgan Ellingworth
• Morgan Faye Ellingworth