Michael Zachariah Grimes

Employer firm

Madison Investment Advisors, LLC CRD 110297

$13.8B regulatory AUM 74 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS AND MODELS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 08/2024
  Reinhart Partners
  Mequon, WI
• 01/2025 → Present
  Madison Investments
  Madison, WI
• 08/2024 → 01/2025
  Unemployed
  Mequon, WI

Previous Registrations

• 2014-10-16 → 2024-08-21
  Reinhart Partners, Llc
  Mequon, WI
• 1999-08-27 → 2014-10-14
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

The registered representative is employed by member's parent firm, Madison Investment Holdings, Inc., 550 Science Drive, Madison, WI 53711 and provides services to its affiliated investment adviser firms, including Madison Investment Advisors, LLC and Madison Asset Management, LLC. See item 12 for information regarding start date and position held. Hours vary but will be during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-25
• S63 Uniform Securities Agent State Law Examination
  1999-08-25

Other Names

• Michael Z Grimes