Matthew Cameron Griffin

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 10/2020
  Jj Swanson Advisory Group
  Minnetonka, MN
• 10/2020 → Present
  Principal Securities Inc
  Minnetonka, MN
• 09/2021 → 12/2022
  Principal Life Insurance Company
  Minnetonka, MN
• 09/2021 → Present
  Jj Swanson Advisory Group
  Minnetonka, MN

Other Businesses

**JJ Swanson Advisory Group; Not Investment Related; Minnetonka, MN; Support Staff; supporting RR Joe Swanson, submission tracking and servicing work, money movement tracking, process management, storage documentation; Start Date: 09/01/2016; 200 hrs per month; 200 during trading hours. **INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/09/2021 ADDRESS: 11100 Wayzata Blvd, Minnetonka MN 55305, United States DESCRIPTION: Life, DI, LTC, Health, Annuities **BRIDGE STREET WEALTH STRATEGIES (DBA) POSITION: Principal Securities Registered Representative NATURE: Financial Strategies/Needs Analysis INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/03/2025 ADDRESS: 11100 Wayzata Blvd, Ste 405, Minnetonka MN 55305, United States DESCRIPTION: This is for marketing purposes.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-27

Designations

• Chartered Financial Analyst