This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-1999
- Office Locations
- 3
Office Locations
About Mcmill CPA AND Advisors
Serving businesses and their families since 1948, McMill CPA and Advisors (Norfolk, NE) combines CPA-led tax, accounting, and audit/assurance capabilities with wealth management. They provide holistic financial planning and investment guidance integrated with budgeting, insurance, retirement and estate planning, plus personal CFO/family office services for entrepreneurs and business owners. Custody commonly through Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JARED MATTHEW FALTYS
Co-Chief Executive Officer, Partner, VICE PRESIDENT
- CRD
- #4725174
- Ownership
- 25% but less than 50%
Clint Andrew Weeder
President
- CRD
- #6596555
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
Unlock allContacts
Mckenna Kristine Beckman
CPA & Advisor
- CRD
- #7440783
Ethan Michael Brozek
Investment Advisor Representative
- CRD
- #7385599
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $862,276,146 | $152,453 |
| Non-Discretionary | $0 | -- |
| Total | $862,276,146 | $152,453 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing