Advisor at Axis Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Odon, IN 47562
Credentials
Series 66
Industry experience
23 years
Johnathan Britton is a financial advisor at Axis Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Axis Financial since 2006. In addition to his advisory role, he sells life, health, long-term care, and property & casualty insurance through The Insurance Shop, an activity he balances alongside his financial advisory work. Axis Financial, LLC is an independent, single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative, non-discretionary approach, typically recommending exchange-traded funds for smaller accounts and using third-party asset managers for larger accounts.
Based on Axis Financial, LLC
Fixed fees for financial planning/consulting services range from $250 to $2,500
Commissions earned by associated persons for insurance products sales; separate from advisory fees
Hourly fees set at $75 per hour for financial planning/consulting services
Account minimum: $400 per year minimum fee to open and maintain an advisory account, may be waived at discretion Minimum fee: $400 per year minimum fee to open and maintain an advisory account, may be waived at discretion Fee-only: Financial planning fixed fees range from $250 to $2,500; hourly fees set at $75 per hour
204 West Main Street
Odon, IN 47562
Indiana
Axis Financial, LLC
2006 - Present (20 years)
The Insurance Shop Inc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Casey Madsen is a ChFC® credentialed financial advisor with eight years of industry experience. He is currently with LPL Financial and also serves as an advisor at Crane Credit Union. His prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Luxottica of North America. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.
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