Brian Koski
JMR Financial Group · Superior, Wisconsin
Brian Koski is a fee-only financial advisor at JMR Financial Group in Superior, Wisconsin. Brian focuses on tax planning, estate & legacy planning and retirement planning. JMR Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | JMR Financial Group |
|---|---|
| Based in | Superior, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $68.1M across 835 accounts |
| SEC registration | Investment adviser representative in GA, MN, WI · CRD 6859222 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.jmrfg.com |
How Brian's firm compares
- JMR Financial Group's average account is about $82,000, from its Form ADV (assets managed divided by 835 accounts).
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Questions about Brian
Is Brian Koski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and JMR Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, JMR Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Koski based?
Brian Koski is based in Superior, Wisconsin.
What does Brian specialize in?
Brian's specialties include tax planning, estate & legacy planning and retirement planning.
Is Brian Koski registered with the SEC?
Yes. Brian Koski is registered as an investment adviser representative in GA, MN and WI (CRD 6859222), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JMR Financial Group manage?
JMR Financial Group reports $68.1M across 835 accounts in assets under management.
How do I contact Brian Koski?
Through Brian's website, www.jmrfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- JMR Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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