Mcmill CPA and Advisors

Overview

Mcmill CPA and Advisors is an SEC registered investment adviser based in Norfolk, NE, registered since 2005. It reports $862M in assets under management across 5,656 accounts, with 50 employees. It has 19 investment adviser representatives.

Reported AUM

$862M

Discretionary

100%

Accounts

5,656

Average account

$152K

Employees

50

Advisory reps

19

Registered since

2005

Jurisdictions

18

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Clint Andrew Weeder President CRD 6596555
• Kyle Andrew Koester Secondary Owner CRD 6465591
• Lynndsy Jo Beckmann Secondary Owner CRD 7012395

3 more executive officers, with direct contact details

Advisory reps 3 of 19

• Mckenna Kristine Beckman Investment Adviser Rep CRD 7440783
• Lynndsy Jo Beckmann Investment Adviser Rep CRD 7012395
• Ethan Michael Brozek Investment Adviser Rep CRD 7385599

16 more advisory reps, with emails, phones and branch locations

Location

Headquarters

125 S 4th St
Norfolk, NE 68701

County

Madison

Metro area

Norfolk, NE

Region

Midwest

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: dashboard.wealthmgmtllc.com

Every state, with registration dates

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