Michael Zachariah Grimes
Investment adviser representative at Madison Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$13.8BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Madison Investment Advisors, LLCMar 2025 to now
- Madison InvestmentsJan 2025 to now
- UnemployedAug 2024 to Jan 2025
- Reinhart PartnersSep 2014 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Madison Investment Advisors, LLC
$13.8BAssets managed
16,164Clients
20Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3112155
- Firm CRD
- 110297