Jmr Financial Group
Jmr Financial Group (CRD# 114149) is a financial advisory firm headquartered in Superior, WI. They manage $49,419,754 in 785 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management49MILLION
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Total Number of Accounts785ACCOUNTS
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Average Account Value$62,955
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, MN, WI
Financial Advisors at Jmr Financial Group
1
Brian Koski (CRD# 6859222) is an Investment Advisor Representative working at Jmr Financial Group in Superior, WI and has over 6 years of experience in the finance industry.
2
Nathan Madill (CRD# 4527197) is an Investment Advisor Representative working at Jmr Financial Group in Superior, WI and has over 12 years of experience in the finance industry.
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