Andrew
Steffensmeier
Mcmill Cpa And Advisors
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About this Advisor
Andrew Steffensmeier is a financial advisor working in Norfolk, Nebraska who has 7 years of industry experience. Steffensmeier is an advisor for Mcmill Cpa And Advisors. Their career trajectory has included roles at Christensen Brozek Faltys, Pc, Cbf Wealth Management and Union Bank & Trust Co. Steffensmeier maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Nebraska. Mcmill Cpa And Advisors is a registered investment company that has its headquarters in Norfolk, NE. The firm has offices in two locations and a total of 50 advisors. It administers $546 million in assets under management among its 3,729 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides services to 13 charitable organizations. Of its 3,729 accounts, 28% belong to high-net-worth clients who have more than $1 million in assets. Mcmill Cpa And Advisors provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees for financial advisory services depend on which services are offered. Fees charged by Mcmill Cpa And Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcmill Cpa And Advisors Brokerage Details
$545,604,765
50
3,729
$146,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Steffensmeier Work History
Andrew has been registered as a financial advisor for 7 years.*
Cbf Wealth Management
Christensen Brozek Faltys, Pc
Union Bank & Trust Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Steffensmeier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcmill Cpa And Advisors
Norfolk, NE
Norfolk, NE
Norfolk, NE
Norfolk, NE
Norfolk, NE
Norfolk, NE
Norfolk, NE
Norfolk, NE
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