Matthew Cameron Griffin
Investment adviser representative at Principal Securities, Inc.
6 yearsExperience
1 stateRegistered in
CFADesignation
$17BFirm assets
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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
- Seminars and workshops
Experience
6 years in the industry.
- Jj Swanson Advisory GroupSep 2021 to now
- Principal Securities, Inc.Oct 2020 to now
- Principal Life Insurance CompanySep 2021 to Dec 2022
- Jj Swanson Advisory GroupAug 2016 to Oct 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 6709048
- Firm CRD
- 1137