Matthew John Merrick

Current Employers

Employment History

• 10/2015 → 05/2025
  Thrivent Investment Management Inc.
  Lino Lakes, MN
• 05/2025 → Present
  Lpl Financial, Llc
  Lino Lakes, MN
• 05/2025 → Present
  Strategic Wealth Group Registered Investment Advisors, Llc
  Eden Prairie, MN
• 12/2022 → Present
  Edgewater Team, Llc
  Lino Lakes, MN
• 12/2022 → Present
  Mto Properties Llc
  Lino Lakes, MN
• 09/2015 → Present
  Matthew Merrick, Sole Proprietor
  Eden Prairie, MN
• 08/2015 → 05/2025
  Thrivent Investment Management Inc.
  Lino Lakes, MN
• 01/2026 → Present
  Merrick Wealth Management Llc
  Lino Lakes, MN

Previous Registrations

• 2015-10-06 → 2025-05-02
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Lino Lakes, MN

Other Businesses

(1) Matthew Merrick, Sole Proprietor; Yes; Eden Prairie, MN; Insurance Sales; Insurance Agent; 09/2015; 20/ HRS MO; 20/ HRS MO (2) LPL Financial, LLC; Yes; Eden Prairie, MN; Broker Dealer; Registered Representative; 05/2025; 60/ HRS MO; 60/ HRS MO (3) MTO Properties LLC; Yes; Lino Lakes, MN; Commercial Real Estate Management; Co-Owner; 12/2022; 4/ HRS MO; 1/ HR MO (4) Edgewater Team, LLC; No; Lino Lakes, MN; used for tax purposes; Co-Owner;12/2022; 1/ HRS MO; 1/ HR MO (5) Strategic Wealth Group Registered Investment Advisors, LLC; Yes; Eden Prairie, MN; RIA; Investment Advisor Representative; 05/2025; 75/ HRS MO; 75/ HRS MO (6) 05/27/2025 - Strategic Wealth Group RIA LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date- 05/01/2025 - 160 Hrs/Mth - 6.5 Hrs During Trading. I provide investment advisory services through Strategic Wealth Group RIA, an independent investment advisor firm. I started this business activity in 05/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (7) Merrick Wealth Management LLC; No; Lino Lakes, MN; Pass-through entity; President; 01/2026; 4/hours per month; 4 during securities trading; pass-through entity created for tax purposes. (8) 03/12/2026-Merrick Wealth Management LLC-President-Business Entity For Tax/Investment Purposes Only-Not inv related-At Lino Lakes, MN-Start date 01/19/2026-4hrs/mth-4hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2015-10-05

Other Names

• Matt Merrick