Mcmill Wealth Inc.

Mcmill Wealth Inc. (CRD# 129015) is a financial advisory firm headquartered in Norfolk, NE. They manage $366,659,985 in 3,245 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    3,245
    ACCOUNTS
  • Average Account Value
    $112,992
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IA, MO, NE, NJ, NV, SD, TX

Financial Advisors at Mcmill Wealth Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Thomas G. Allen
CRD#: 5904285
125 South 4th Street, Norfolk, NE 68701

Thomas Allen (CRD# 5904285) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has over 9 years of experience in the finance industry.

2
Alexandra N. Baumert
CRD#: 6240194
125 South 4th Street, Norfolk, NE 68701

Alexandra Baumert (CRD# 6240194) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has over 5 years of experience in the finance industry.

3
Lynndsy J. Beckmann
CRD#: 7012395
125 South 4th Street, Norfolk, NE 68701

Lynndsy Beckmann (CRD# 7012395) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has over 2 years of experience in the finance industry.

4
Nancy J. Brozek
CRD#: 4722913
125 South 4th Street, Norfolk, NE 68701

Nancy Brozek (CRD# 4722913) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has 1 year of experience in the finance industry.

5
Michael S. Carlson
CRD#: 5928898
125 South 4th Street, Norfolk, NE 68701

Michael Carlson (CRD# 5928898) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has over 9 years of experience in the finance industry. Michael Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Stanley D. Christensen
CRD#: 3200112
125 South 4th Street, Norfolk, NE 68701

Stanley Christensen (CRD# 3200112) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has over 21 years of experience in the finance industry.

7
Sherri L. Christensen Prim
CRD#: 4836496
Po Box 762, Norfolk, NE 68702

Sherri Christensen Prim (CRD# 4836496) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has over 16 years of experience in the finance industry.

8
Jared M. Faltys
CRD#: 4725174
125 South 4th Street, Norfolk, NE 68701

Jared Faltys (CRD# 4725174) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has over 21 years of experience in the finance industry.

9
Danny R. Fuerhoff
CRD#: 4725184
125 South 4th Street, Norfolk, NE 68701

Danny Fuerhoff (CRD# 4725184) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has 1 year of experience in the finance industry.

10
Larry E. Hilkemann
CRD#: 4725177
125 South 4th Street, Norfolk, NE 68701

Larry Hilkemann (CRD# 4725177) is an Investment Advisor Representative working at Mcmill Wealth Inc. in Norfolk, NE and has 1 year of experience in the finance industry.

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