Mcmill Cpa And Advisors

Mcmill Cpa And Advisors (CRD# 129015) is a financial advisory firm headquartered in Norfolk, NE. They manage $640,910,667 in 3,896 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    641
    MILLION
  • Total Number of Accounts
    3,896
    ACCOUNTS
  • Average Account Value
    $164,505
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, GA, IA, KS, MN, MO, NE, NJ, NV, NY, SD, TN, TX, WA

Financial Advisors at Mcmill Cpa And Advisors
Showing 11 - 19 of 19 top financial advisors.
11
Lynn E. Laible
CRD#: 4725179
125 South 4th Street, Norfolk, NE 68701

Lynn Laible (CRD# 4725179) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 24 years of experience in the finance industry.

12
Lynette L. Pofahl
CRD#: 1113439
125 South 4th Street, Norfolk, NE 68701

Lynette Pofahl (CRD# 1113439) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has 1 year of experience in the finance industry.

13
Nathan A. Raabe
CRD#: 5562130
125 South 4th Street, Norfolk, NE 68701

Nathan Raabe (CRD# 5562130) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 15 years of experience in the finance industry.

14
Andrew J. Steffensmeier
CRD#: 6715791
125 South 4th Street, Norfolk, NE 68701

Andrew Steffensmeier (CRD# 6715791) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 7 years of experience in the finance industry.

15
Clint A. Weeder
CRD#: 6596555
125 South 4th Street, Norfolk, NE 68701

Clint Weeder (CRD# 6596555) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 8 years of experience in the finance industry.

16
Mckenna K. Beckman
CRD#: 7440783
125 South 4th Street, Norfolk, NE 68701

Mckenna Beckman (CRD# 7440783) 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.

17
Ethan M. Brozek
CRD#: 7385599
125 South 4th Street, Norfolk, NE 68701

Ethan Brozek (CRD# 7385599) 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.

18
Jesus O. Corrales
CRD#: 7792831
125 South 4th Street, Norfolk, NE 68701

Jesus Corrales (CRD# 7792831) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has 1 year of experience in the finance industry.

19
Carter M. Faltys
CRD#: 7660031
125 South 4th Street, Norfolk, NE 68701

Carter Faltys (CRD# 7660031) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has 1 year of experience in the finance industry.

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