MCMILL CPA AND ADVISORS

125 South 4th Street
Norfolk, Nebraska 68701
Tel: 402-371-1160

About MCMILL CPA AND ADVISORS

MCMILL CPA AND ADVISORS, formally registered with the SEC as MCMILL CPA AND ADVISORS. The firm was established in 04/21/2005. They have over 3 offices throughout the country.

MCMILL CPA AND ADVISORS is a Norfolk, Nebraska based Financial Planning firm with nearly $640,910,667 assets under management, offering retirement planning & investment advisory services to 3896 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129015
SEC#	801-64153
Assets Managed by Firm	$640,910,667
No. of Clients	3896
No. of Advisors	50

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3896	$640,910,667
Individuals (other than high net worth individuals)	2735	$129,674,403
High net worth individuals	1114	$337,180,974
Pension and profit sharing plans	23	$77,852,478
Charitable organizations	14	$93,112,123
Corporations or other businesses	10	$3,090,689

More Retirement Planning firms in Norfolk, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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