Jmr Financial Group

Jmr Financial Group (CRD# 114149) is a financial advisory firm headquartered in Duluth, MN. They manage $22,913,000 in 378 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $60,616
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, WI

Financial Advisors at Jmr Financial Group
Showing 1 - 5 of 5 top financial advisors.
1
Richard D. Madill
CRD#: 316664
130 W. Superior St., Suite 645, Duluth, MN 55802
96
Wealthminder
score

Richard Madill (CRD# 316664) is an Investment Advisor Representative working at Jmr Financial Group in Duluth, MN and has over 35 years of experience in the finance industry. Richard Madill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nathan A. Madill
CRD#: 4527197
130 W. Superior St., Suite 645, Duluth, MN 55802
93
Wealthminder
score

Nathan Madill (CRD# 4527197) is an Investment Advisor Representative working at Jmr Financial Group in Duluth, MN and has over 6 years of experience in the finance industry.

3
Alan R. Jablonski
CRD#: 832159
130 W. Superior St., Suite 645, Duluth, MN 55802
90
Wealthminder
score

Alan Jablonski (CRD# 832159) is an Investment Advisor Representative working at Jmr Financial Group in Duluth, MN and has 1 year of experience in the finance industry. Alan Jablonski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Aaron W. Yount
CRD#: 6141903
130 W. Superior St., Suite 645, Duluth, MN 55802
90
Wealthminder
score

Aaron Yount (CRD# 6141903) is an Investment Advisor Representative working at Jmr Financial Group in Duluth, MN and has over 4 years of experience in the finance industry.

5
Brian K. Koski
CRD#: 6859222
130 W. Superior St., Suite 645, Duluth, MN 55802
87
Wealthminder
score

Brian Koski (CRD# 6859222) is an Investment Advisor Representative working at Jmr Financial Group in Duluth, MN and has 1 year of experience in the finance industry.

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