Nathan A. Madill

JMR FINANCIAL GROUP

Superior, WI 54880

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CRD#: 4527197

Professional summary

Nathan Alan Madill, CFP® is a registered financial advisor currently at JMR FINANCIAL GROUP located in Superior, Wisconsin.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nathan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

93659 Runestone Lane, LLC Non-investment related business 93659 Runestone Ln, Sturgeon Lake, MN 55783 Rental property Partner 09/01/2010 less than 1 hour/month 0 hours during security trading hours Partner in LLC, my son handles all day-to-day operations of LLC 4522 SE 6th Ct, LLC Non-investment related business 4522 SE 6th Ct, Cape Coral, FL 33904 Rental property Partner 3/1/2021 less than 2 hours/month 0 hours during security trading hours Partner in LLC, my son handles all day-to-day operations of LLC Access Property Management LLC Non-investment related business 3847 Aldrich Ave N, Minneapolis, MN 55412 Rental property Partner 07/01/2024 0 hours/month 0 hours during security trading hours Partner in LLC, my son handles all day-to-day operations of LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Alan Madill's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 14, 2013 - Present

JMR FINANCIAL GROUP

Office #1: 1225 Tower Avenue Suite 305, Superior, WI 54880

RIA

CRD#: 114149

Superior, WI

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/26/2023)

IAR

Minnesota
(12/20/2013)

IAR

Wisconsin
(1/14/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/2011

Uniform Investment Adviser Law Examination

Current Firm

JMR FINANCIAL GROUP

JABLONSKI-MADILL, INC. | JMR FINANCIAL GROUP, INC. | JMR FINANCIAL GROUP

CRD#: 114149 / SEC#:

Georgia

Registered Investment Advisory firm - (5/26/2023 Approved)

Minnesota

Registered Investment Advisory firm - (1/4/1984 Approved)

Wisconsin

Registered Investment Advisory firm - (2/1/1996 Approved)

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Contact information

Main Address

1225 Tower Avenue Suite 305, Superior, WI 54880

Mailing Address

Phone number

(715) 392-0202

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	827
AUM (Assets Under Management)	$ 58,980,011

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.

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Nathan A. Madill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Alan Madill's CRS (Customer Relationship Summary).

Certified licenses

Experience

JMR FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2011

Current Firm

JMR FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JMR FINANCIAL GROUP

TRUST BUT VERIFY

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