Nathan Madill, Cfp® Apa, Iar

Nathan Madill, Cfp® Apa, Iar Email and Phone Number

President and Investment Advisor @ JMR Financial Group, Inc.
Duluth, MN, US
Nathan Madill, Cfp® Apa, Iar's Location
Duluth, Minnesota, United States, United States
About Nathan Madill, Cfp® Apa, Iar

JMR Financial Group is a financial services firm with one goal - to increase your net worth. And when we say, "one firm," we mean it.Our rare and innovative business model combines the expertise of investment professionals with the insight of accounting and tax professionals to review, strategize and manage every aspect of your finances - personal or business. Our services include outsourced accounting, employee benefit plan administration, payroll and sales tax compliance, certified support of QuickBooks, investment and advisory services, income tax planning and preparation, legacy planning, comprehensive financial planning, annual investment review, and business valuations.Based in Superior, Wisconsin, our company is well-suited to examine your entire financial situation and make recommendations and adjustments that set you on the path to financial freedom. With today's technology, JMR serves clients nationwide!

Nathan Madill, Cfp® Apa, Iar's Current Company Details
JMR Financial Group, Inc.

Jmr Financial Group, Inc.

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President and Investment Advisor
Duluth, MN, US
Website:
jmrfg.com
Employees:
12
Nathan Madill, Cfp® Apa, Iar Work Experience Details
  • Jmr Financial Group, Inc.
    President And Investment Advisor
    Jmr Financial Group, Inc.
    Duluth, Mn, Us
  • Jmr Financial Group, Inc.
    President & Investment Advisor
    Jmr Financial Group, Inc. Sep 1995 - Present
    1225 Tower Avenue, Suite 305, Superior, Wi 54880
    As President/Secretary of JMR Financial Group and a Certified Financial Planner, Nathan Madill guides clients on a path towards financial freedom.He manages JMR's investment and employee benefit services, and is one of the few individuals in Minnesota to hold an Accredited Pension Administration (APA) designation.Nathan received a B.S. degree in Accounting from the University of Minnesota Duluth in 1997 and received his Accredited Pension Administration (APA) designation from… Show more As President/Secretary of JMR Financial Group and a Certified Financial Planner, Nathan Madill guides clients on a path towards financial freedom.He manages JMR's investment and employee benefit services, and is one of the few individuals in Minnesota to hold an Accredited Pension Administration (APA) designation.Nathan received a B.S. degree in Accounting from the University of Minnesota Duluth in 1997 and received his Accredited Pension Administration (APA) designation from the National Institute of Pension Administrators (NIPA) in 2001. Nathan is one of only a handful of individuals in the state of Minnesota to hold an APA designation. In 2011, he obtained his Series 65, Uniform Investment Advisor license. As an Investment Advisor, Nathan meets with clients and retirement plan participants concerning their investments and retirement goals. In 2020, Nathan was authorized by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to use the CERTIFIED FINANCIAL PLANNER and CFP certification marks. Mr. Madill is a shareholder at JMR Financial Group and is responsible for the firm’s Investment Management, Financial Planning and Employee Benefits departments. Show less

Nathan Madill, Cfp® Apa, Iar Education Details

Frequently Asked Questions about Nathan Madill, Cfp® Apa, Iar

What company does Nathan Madill, Cfp® Apa, Iar work for?

Nathan Madill, Cfp® Apa, Iar works for Jmr Financial Group, Inc.

What is Nathan Madill, Cfp® Apa, Iar's role at the current company?

Nathan Madill, Cfp® Apa, Iar's current role is President and Investment Advisor.

What schools did Nathan Madill, Cfp® Apa, Iar attend?

Nathan Madill, Cfp® Apa, Iar attended Blandin Community Leadership Program, University Of Minnesota Duluth.

Who are Nathan Madill, Cfp® Apa, Iar's colleagues?

Nathan Madill, Cfp® Apa, Iar's colleagues are Brenda Quade, Amanda Wark, Nathan Madill, Alexandria Mcgill, Rick Madill, Kristin Haveri.

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