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 1 - 10 of 19 top financial advisors.
1
Lynndsy J. Beckmann
CRD#: 7012395
125 South 4th Street, Norfolk, NE 68701

Lynndsy Beckmann (CRD# 7012395) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 5 years of experience in the finance industry.

2
Nancy J. Brozek
CRD#: 4722913
125 South 4th Street, Norfolk, NE 68701

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

3
Stanley D. Christensen
CRD#: 3200112
125 South 4th Street, Norfolk, NE 68701

Stanley Christensen (CRD# 3200112) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 25 years of experience in the finance industry.

4
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 Cpa And Advisors in Norfolk, NE and has over 19 years of experience in the finance industry.

5
Alexandra N. Elwood
CRD#: 6240194
125 South 4th Street, Norfolk, NE 68701

Alexandra Elwood (CRD# 6240194) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 9 years of experience in the finance industry.

6
Jared M. Faltys
CRD#: 4725174
125 South 4th Street, Norfolk, NE 68701

Jared Faltys (CRD# 4725174) 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.

7
Danny R. Fuerhoff
CRD#: 4725184
125 South 4th Street, Norfolk, NE 68701

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

8
Larry E. Hilkemann
CRD#: 4725177
125 South 4th Street, Norfolk, NE 68701

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

9
Melissa S. Holan
CRD#: 6683904
125 South 4th Street, Norfolk, NE 68701

Melissa Holan (CRD# 6683904) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has over 5 years of experience in the finance industry.

10
Kyle A. Koester
CRD#: 6465591
125 South 4th Street, Norfolk, NE 68701

Kyle Koester (CRD# 6465591) 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.

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