Advisor at JMR Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JMR Financial Group
Location
Superior, WI 54880
Credentials
CFP®, Series 65
Industry experience
13 years
Nathan Madill is a CFP® with 13 years of industry experience and has been with JMR Financial Group since 2016. He holds the Series 65 designation and is based in Superior, WI. Outside of his advisory role, he is a partner in several non-investment related LLCs involved in property management, with day-to-day operations managed by his son. JMR Financial Group serves individuals, families, businesses, qualified retirement plans, estates, and trusts with portfolio management and financial planning services. The firm integrates tax preparation, accounting, insurance, and trust services alongside discretionary portfolio management primarily using ETFs and mutual funds, tailoring investment strategies to clients’ risk tolerances.
Based on JMR Financial Group
Based on JMR Financial Group
$0 - $250,000: 2.0% annually $250,001 - $500,000: 1.5% on excess over $250,000 up to $500,000 $500,001+: 1.0% on excess over $500,000 $500,001+: 1.0% on entire account balance for single, non-aggregated accounts over $500,000
Commissions earned on insurance products and certain qualified retirement plan commissions ranging from 0.0% to 2.0% upfront and 0.25% to 0.80% trail
Account minimum: $25,000, negotiable at the discretion of JMR Financial Group Minimum fee: $49 annual maintenance fee for accounts under $25,000 Fee-only: Financial planning fees starting at $2,000 with a max cap of $5,000; plan review starting at $150; continuous planning fee negotiated based on complexity
1225 Tower Avenue, Suite 305
Superior, WI 54880
Georgia · Minnesota · Wisconsin
JMR Financial Group Inc
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Maris Wealth Management LLC
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JMR Financial Group
Series 63
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Haldorson & Pincombe Investment Advisors Inc.
CFP®, Series 65
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Boldin Advisors
CFP®, Series 63, Series 66
Hermantown, MN
Align Financial, LLC
Series 65
Duluth, MN
Midwest Professional Planners, Ltd.
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