Nathan Madill
JMR Financial Group · Superior, Wisconsin
Nathan Madill is a fee-only financial advisor at JMR Financial Group in Superior, Wisconsin, who holds the CFP credential. Nathan 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, MN, WI · CRD 4527197 |
| Exams passed | Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.jmrfg.com |
| Profile |
How Nathan'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 Nathan
Is Nathan Madill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan 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 Nathan charge for financial advice?
Nathan's firm, JMR Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathan Madill based?
Nathan Madill is based in Superior, Wisconsin.
What does Nathan specialize in?
Nathan's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does Nathan Madill hold?
Nathan Madill holds the CFP credential.
Is Nathan Madill registered with the SEC?
Yes. Nathan Madill is registered as an investment adviser representative in GA, MN and WI (CRD 4527197), 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 Nathan Madill?
Through Nathan'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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