Melissa HolanCRD 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.
Wealth Management LLC
Commonwealth Financial Network
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management435MILLIONS
Total Number of Accounts3,424ACCOUNTS
Average Account Value$127,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, IA, MO, NE, NJ, NV, SD, TX
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