Melissa Holan, financial advisor Norfolk NE

Melissa Holan

CRD Number: 6683904
Current Firm: Mcmill Cpa And Advisors

Melissa Holan (CRD# 6683904) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cbf Wealth Managment Norfolk, NE Jul 2016 - Current 5
Christensen Brozek Faltys Pc Norfolk, NE Jan 2006 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Melissa S. Holan
Phone Number: 402-371-1160
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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