Matthew Joshua Roehl

Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• Educational seminars
• ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

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

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

Current Employers

Employment History

• 07/1998 → 03/2017
  Rjf Agencies
  Brooklyn Park, MN
• 04/2017 → Present
  Mma Securities
  Minneapolis, MN
• 04/2017 → Present
  Mma Agency
  Minneapolis, MN

Other Businesses

The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework. Farmers State Bank of Hamel; Not-Investment Related; Hamel, MN; Bank; Board of Directors; Start Date 1.1.2025; Devotes 3 hours a month not during trading hours; I am on the Board of Directors of a family owned business.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-30

Designations

• Chartered Financial Consultant

Other Names

• Matthew Joshua Roehl