Matthew Wayne Grimlie

Current Employers

Employment History

• 06/2016 → 04/2018
  Principal
  Omaha, NE
• 06/2016 → 04/2018
  Principal Securities
  Omaha, NE
• 10/2016 → 04/2018
  Vintage Financial Group
  Omaha, NE
• 04/2018 → 02/2024
  Pruco Securities, Llc.
  Sioux Falls, SD
• 04/2018 → 02/2024
  Prudential Insurance Company Of America
  Sioux Falls, SD
• 02/2024 → Present
  Osaic Wealth Inc
  Sioux Falls, SD

Previous Registrations

• 2018-05-04 → 2024-02-05
  Pruco Securities, Llc.
  Sioux Falls, SD
  Omaha, NE
  Sioux Falls, SD
  Sioux Falls, SD
• 2016-06-17 → 2018-04-13
  Principal Securities, Inc.
  Omaha, NE
  Elkhorn, NE
• 2014-03-20 → 2016-04-27
  Scottrade Investment Management
  Saint Louis, MO
• 2011-02-25 → 2013-11-25
  Td Ameritrade, Inc.
  Omaha, NE
  West Palm Beach, FL
• 2011-02-25 → 2013-11-25
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  West Palm Beach, FL

Other Businesses

1. MEADOWLAND FINANCIAL GROUP POSITION: Owner/Founder/Financial Professional NATURE: Insurance and investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/15/2019 ADDRESS: 317 N Main Ave, SIOUX FALLS SD 57104, United States DESCRIPTION: Sales and service of insurance and investments 2. MEADOWLAND INSURANCE AGENCY LLC POSITION: Owner NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/15/2023 ADDRESS: 6600 S Beal Ave, Sioux Falls SD 57108, United States DESCRIPTION: I will be a producer for Meadowland Insurance Agency LLC, and will provide Property and Casualty Insurance to clientsthrough varying insurance carriers. 3. MEADOWLAND REAL ESTATE LLC POSITION: Owner NATURE: We own an LLC that owns our business property, which we will be moving to in the next 60 days. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/28/2023 ADDRESS: 7505 S Louise Ave, Meadowland Financial Group, LLC, Sioux Falls SD 57108, United States DESCRIPTION: We own real estate and manage the property. 4. MATTHEW GRIMLIE POSITION: owner NATURE: I own two rental properties, in my name.7204 S Bridger Pl, Sioux Falls SD 57108127 E Broadway St, Arnolds Park IA 51331 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2020 ADDRESS: 6600 S Beal Ave, Sioux Falls SD 57108, United States DESCRIPTION: not much time other than depositing the rental checks. i have a property management company that takes care of everything so its pretty simple. 5. MEADOWLAND INSURANCE POSITION: Owner NATURE: Home & Auto Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2023 ADDRESS: 7505 S Louise Ave, Meadowland Financial Group, LLC, Sioux Falls SD 57108, United States DESCRIPTION: We own an insurance agency, focused on Home & Auto insurance. 6. GRIMLIE EXECUTIVE PLANNING POSITION: Owner NATURE: Grimlie Executive Planning is my S-Corp that i use for all of my payments from Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2023 ADDRESS: 6600 S Beal Ave, Sioux Falls SD 57108, United States DESCRIPTION: I am using this S-Corp for income and expenses tied to Meadowland Financial Group, LLC 7. MTJB PROPERTIES LLC POSITION: owner NATURE: I own two rental properties, in my name.7204 S Bridger Pl, Sioux Falls SD 57108127 E Broadway St, Arnolds Park IA 51331 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2020 ADDRESS: 129 Winterberry Cir, Crooks SD 57020, United States DESCRIPTION: not much time other than depositing the rental checks. i have a property management company that takes care of everything so its pretty simple. 8. GRIMLIE EXECUTIVE PLANNING POSITION: Owner NATURE: Grimlie Executive Planning is my S-Corp that i use for all of my payments from Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2023 ADDRESS: 129 Winterberry Cir, Crooks SD 57020, United States DESCRIPTION: I am using this S-Corp for income and expenses tied to Meadowland Financial Group, LLC

Exams

• S66 Uniform Combined State Law Examination
  2011-02-15