Advisor at Maris Wealth Management LLC
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
Maris Wealth Management LLC
Location
Duluth, MN
Credentials
Series 65
Industry experience
6 years
Tyler Madill is a financial advisor at Maris Wealth Management LLC in Duluth, MN, holding a Series 65 designation with six years of industry experience. Prior to joining Maris Wealth Management in 2022, he worked at JMR Financial Group, Inc. from 2019 to 2022. Outside of finance, he has experience working in the golf industry. Maris Wealth Management provides portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and assists small businesses with retirement plan setup and maintenance. The firm combines investment advisory services with in-house tax preparation, accounting, and business consulting support.
Based on Maris Wealth Management LLC
Based on Maris Wealth Management LLC
Small Business Retirement Plan set up fee: $1,000 one-time; annual maintenance fee: $250
$0 - $500,000: 1.85% $500,000 - $1,000,000: 1.40% $1,000,000+: 0.90%
Hourly rate for accounting and business management consulting services (specific rate not stated)
Duluth, MN
Minnesota
Maris Wealth Management LLC
2022 - Present (4 years)
JMR Financial Group, Inc.
2019 - 2022 (3 years)
JMR Financial Group, Inc.
2019 - 2019 (1 year)
Nevada Bob's Golf
2017 - 2018 (1 year)
Full Time Student
2014 - 2018 (4 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
Superior, WI
JMR Financial Group
CFP®, Series 65
Superior, WI
JMR Financial Group
Series 63
Duluth, MN
Haldorson & Pincombe Investment Advisors Inc.
CFP®, Series 65
Duluth, MN
Boldin Advisors
CFP®, Series 63, Series 66
Hermantown, MN
Align Financial, LLC
Series 65
Duluth, MN
Midwest Professional Planners, Ltd.
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