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RM

Richard D. Madill

Some features on this profile are disabled
CRD#: 316664
RM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Donald Madill was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1972. Richard had worked at 11 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JMR Financial Group, Inc. Investment-related business 1225 Tower Ave #305, Superior, WI 54880 Services include Investment Management, Income Tax, Employee Benefit Plan Management, Payroll and Recurring Accounting. Currently a consultant, spending 15 hours per week (~60 hours per month) which includes about 5 hours per week during trading hours. Duties include managing client portfolios through investment selection.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 27, 2022 - March 25, 2024

MARIS WEALTH MANAGEMENT LLC

RIA
CRD#: 322487
DULUTH, MN
Past

February 18, 2021 - January 2, 2024

ATTICUS

RIA
CRD#: 310630
MINNEAPOLIS, MN
Past

February 2, 1996 - December 15, 2022

JMR FINANCIAL GROUP

RIA
CRD#: 114149
SUPERIOR, WI
Past

April 6, 1992 - July 15, 1997

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

May 18, 1989 - December 31, 1991

GENEVA SECURITIES,INC.

BD
CRD#: 16178
SCHAUMBURG, IL
Past

May 3, 1988 - August 30, 1989

SUPENA-NYMAN INVESTMENT CORPORATION

BD
CRD#: 8067
Past

February 25, 1984 - May 20, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 19, 1982 - January 4, 1984

MARQUETTE FINANCIAL GROUP, INC.

BD
CRD#: 345
Past

January 2, 1980 - July 1, 1981

MORISON SECURITIES, INC.

BD
CRD#: 8097
Past

July 7, 1978 - January 3, 1980

PLANNERS FINANCIAL SERVICES, INC.

BD
CRD#: 6751
Past

September 12, 1972 - August 6, 1978

LINSCO FINANCIAL GROUP, INC.

BD
CRD#: 524

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 10/5/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 9/7/1972
Registered Representative Examination

Current Firm

MW
MARIS WEALTH MANAGEMENT LLC
MARIS WEALTH MANAGEMENT LLC

CRD#: 322487 / SEC#:

Minnesota
Registered Investment Advisory firm - (10/27/2022 Approved)
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Contact information

Main Address
Duluth, MN
Mailing Address
Phone number
(218) 451-0194
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts44
AUM (Assets Under Management)$ 1,855,511

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MARIS WEALTH MANAGEMENT LLC

CRD#: 322487

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