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MCMILL CPA AND ADVISORS
MCMILL WEALTH INC
CRD 129015 · SEC 801-64153
125 SOUTH 4TH STREET, NORFOLK, NE, 68701, United States
Phone
402-371-1160
Fax
402-379-3818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$862.3M
Discretionary AUM
$862.3M
Team
50 total employees; 22 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4192 | $129.3M |
| High net worth individuals | 1382 | $495.3M |
| Pension/profit sharing plans | 30 | $112.9M |
| Charitable organizations | 22 | $107.0M |
| Corporations/business entities | 30 | $17.8M |
States served
AZ, CA, CO, GA, IA, KS, MI, MN, NE, NV, NJ, NY, TN, VA, MO, WA, TX, SD
All web addresses on file
- HTTPS://DASHBOARD.WEALTHMGMTLLC.COM/
- HTTPS://MCMILL.INFO/
- HTTP://WWW.MYRETIREMENTFIDUCIARY.COM
- HTTPS://WEALTHMGMTLLC.COM/
- HTTP://WEALTHFIRM.INFO
- HTTPS://RETIREMENTPLANCONSULTANTS.NET/
- HTTPS://ADVISOR-TOOL-KIT.RETIREMENTPLANCONSULTANTS.NET/
- HTTPS://403BPLAN.NET/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/11326689/
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCV6V7OMNBHMGYEH6KDHVFOQ
- HTTPS://WWW.LINKEDIN.COM/COMPANY/1270540/
- HTTPS://TWITTER.COM/RPC1114/
- HTTPS://WWW.FACEBOOK.COM/RPC1114/?REF=HL
- HTTPS://WWW.FACEBOOK.COM/WEALTHMGMTLLC/?REF=HL
- HTTPS://WWW.FACEBOOK.COM/MCMILL1903/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CHRISTENSEN-BROZEK-FALTYS/
Official SEC filing: View on IAPD