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:

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$26,774,389,503	110327	1111
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$10,289,301,520	39033	545
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76

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