Matthew Griffin

Financial Representative | Principal Securities Registered Representative | Financial Advisor

Experience:

Matthew has been in the insurance and financial services industry since 2016. Matthew’s mission is to encourage people to discuss their financial concerns with a financial professional to enable more focus on their personal objectives. Matthew specializes in fee-based asset management strategies with JJ Swanson Advisory Group team.  Matthew uses a personalized approach and focuses on offering financial strategies to those who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement.

Education & Credentials:

Matthew obtained his Bachelor of Accounting and Finance Degrees and Masters in Investment Management from Creighton University. Matthew has his FINRA Series 7 and 66 securities registrations as well as his Life, Accident, & Health and Variable Annuity license. Matthew holds the Chartered Financial Analyst (CFA®) designation.

Interests:

Matthew is a member of the CFA® Society of Minnesota. He resides in Minnetonka with his wife Katie.

Phone 952-277-4344
Fax 952-277-4301