McMill CPA and Advisors

Updated today

Connect with this firm

Total assets under management

$730,154,643

Total clients

4,071

28% high-net worth

Total advisors

of 50 employees

Firm size

Multi Team

Average clients per advisor

185

Average account size

$179,355

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Disclosures

Business activities & affiliations

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.

Main office location

McMill CPA and Advisors

125 South 4 Th Street

Norfolk NE 68701, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website 402-371-1160

Advisors at this firm

Andrew S

Series 65

Norfolk, NE

McMill CPA and Advisors

Jesus C

Series 65

Norfolk, NE

McMill CPA and Advisors

Clint W

Series 65

Norfolk, NE

McMill CPA and Advisors

Lynn L

Series 65

Norfolk, NE

McMill CPA and Advisors

Alexandra E

Series 65

Omaha, NE

McMill CPA and Advisors

Carter F

Series 65

Norfolk, NE

McMill CPA and Advisors

Sherri C

Series 65

Norfolk, NE

McMill CPA and Advisors

Larry H

PFS™

Norfolk, NE

McMill CPA and Advisors

Kyle K

Series 65

Norfolk, NE

McMill CPA and Advisors

Nathan R

Series 65

Norfolk, NE

McMill CPA and Advisors

Stanley C

PFS™, Series 65

Norfolk, NE

McMill CPA and Advisors

Lynndsy B

Series 65

Norfolk, NE

McMill CPA and Advisors

Ethan B

Series 65

Norfolk, NE

McMill CPA and Advisors

Melissa H

Series 65

Norfolk, NE

McMill CPA and Advisors

Mckenna B

Series 65

Norfolk, NE

McMill CPA and Advisors

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