Larry Hilkemann
Advisor at McMill CPA and Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at McMill CPA and Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Norfolk, NE 68701
Credentials
PFS™
Industry experience
26 years
Larry Hilkemann is a PFS™ credentialed advisor with 26 years of industry experience, currently with McMill CPA and Advisors. He has work history dating back to 1972 with Christensen Associates, P.C. and has been with Christensen Brozek Faltys PC since 2005. Hilkemann serves on the boards of the Norfolk Area Concert Association and the Wayne State College Foundation. McMill CPA and Advisors provides investment advisory, financial planning, and qualified retirement-plan fiduciary services to a diverse client base, managing approximately $862 million in client assets. The firm employs an asset-allocation-focused investment approach grounded in modern portfolio theory, using primarily no-load mutual funds and ETFs, complemented by its integration with McMill CPA, P.C., which offers a broad range of tax and accounting services.
Based on McMill CPA and Advisors
Based on McMill CPA and Advisors
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Up to $250 per hour for financial planning services when charged separately
Fee-only: Hourly fees up to $250 per hour for financial planning services when charged separately, typically waived for existing clients
125 South 4 Th Street
Norfolk, NE 68701
Nebraska
Christensen Brozek Faltys PC
2005 - Present (21 years)
Christensen Associates, P.C.
1972 - Present (54 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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