JM
CFP
JM
CFP

John Maddrill

31 Years of Experience
Cincinnati, OH
BrokerSells Insurance

John Maddrill is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cincinnati, OH, with 31 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7426 Jager Ct., Cincinnati, OH, 45230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an Investment Advisor Representative (IAR) for The Rosselot Financial Group (full-time), and an advisory representative of a RIA for CIRA (about a quarter of his time). He also owns Happy 2 Brewing Company (minimal time), is a 1099 contractor for Interdependent Advisors, LLC (about a quarter of his time), and an independent insurance agent (minimal time).

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2022 - Present · 4 yrs 1 mo
Cambridge Investment Research, INC.Broker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
The O.N. Equity Sales CompanyBroker
May 2017 - June 2022 · 5 yrs 1 mo
MML Investors Services, LLCBroker
April 2014 - December 2016 · 2 yrs 8 mos
MML Investors Services, LLC
August 2005 - September 2013 · 8 yrs 1 mo
MML Investors Services, LLCBroker
August 2005 - September 2013 · 8 yrs 1 mo
Securian Financial Services, INC.
February 2003 - August 2005 · 2 yrs 6 mos
Securian Financial Services, INC.Broker
January 2002 - August 2005 · 3 yrs 7 mos
Oneamerica Securities, INC.Broker
October 1993 - January 2002 · 8 yrs 3 mos
American United Life Insurance CompanyBroker
October 1993 - December 2001 · 8 yrs 2 mos
State Registrations3 states
INKYOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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