MM
Matthew J. Merrick
STRATEGIC WEALTH GROUP
Lino Lakes, MN 55014
Some features on this profile are disabled
CRD#: 6340477
MM
Professional summary
Matthew John Merrick, who also goes by Matt Merrick, is a registered financial advisor currently at STRATEGIC WEALTH GROUP located in Lino Lakes, Minnesota and LPL FINANCIAL LLC located in Lino Lakes, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Merrick
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Matthew Merrick, Sole Proprietor; Yes; Eden Prairie, MN; Insurance Sales; Insurance Agent; 09/2015; 20/ HRS MO; 20/ HRS MO (2) LPL Financial, LLC; Yes; Eden Prairie, MN; Broker Dealer; Registered Representative; 05/2025; 60/ HRS MO; 60/ HRS MO (3.) MTO Properties LLC; Yes; Lino Lakes, MN; Commercial Real Estate Management; Co-Owner; 12/2022; 4/ HRS MO; 1/ HR MO (4.) Edgewater Team, LLC; No; Lino Lakes, MN; used for tax purposes; Co-Owner;12/2022; 1/ HRS MO; 1/ HR MO (5.) Strategic Wealth Group Registered Investment Advisors, LLC; Yes; Eden Prairie, MN; RIA; Investment Advisor Representative; 05/2025; 75/ HRS MO; 75/ HRS MO 6)05/27/2025 - Strategic Wealth Group RIA LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date- 05/01/2025 - 160 Hrs/Mth - 6.5Hrs During Trading.I provide investment advisory services through Strategic Wealth Group RIA, an independent investment advisor firm. I started this business activity in 05/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Merrick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 1, 2025 - Present
STRATEGIC WEALTH GROUP
Office #1: 6687 Blue Heron Drive, Lino Lakes, MN 55014RIA
CRD#: 284430
Lino Lakes, MN
Current
May 1, 2025 - Present
LPL FINANCIAL LLC
Office #1: 6687 Blue Heron Drive, Lino Lakes, MN 55014RIA
BD
CRD#: 6413
LINO LAKES, MN
Past
October 6, 2015 - May 2, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Lino Lakes, MN
Past
August 10, 2015 - May 2, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Lino Lakes, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Minnesota(5/1/2025)
IAR
Minnesota(5/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
Mailing Address
Phone number
(952) 843-4944
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,029 |
| AUM (Assets Under Management) | $ 1,029,281,614 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
