Matthew John Merrick
Investment adviser representative at Strategic Wealth Group
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
10 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Merrick Wealth Management LLCJan 2026 to now
- Strategic Wealth GroupMay 2025 to now
- LPL Financial, LLCMay 2025 to now
- Strategic Wealth Group Registered Investment Advisors, LLCMay 2025 to now
- Edgewater Team, LLCDec 2022 to now
- Mto Properties LLCDec 2022 to now
- Matthew Merrick, Sole ProprietorSep 2015 to now
- Thrivent Investment Management Inc.Aug 2015 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
Strategic Wealth Group
Legal name: Strategic Wealth Group Registered Investment Advisor, LLC
$1.5BAssets managed
3,557Clients
23Advisers
10 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
- 6340477
- Firm CRD
- 284430