Ethan
Brozek

Mcmill Cpa And Advisors

CRD#7385599
Investment Advisor
in Norfolk, NE

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About this Advisor

Ethan Brozek is a financial advisor based in Norfolk, Nebraska, working with Mcmill Cpa And Advisors. Ethan has previously held positions at Mcmill Cpa And Advisors, Union Bank & Trust, University Of Nebraska - Kearney, Boys Town, Christensen, Brozek & Faltys, and University Of Nebraska - Omaha. Ethan has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Ethan is part of Mcmill Cpa And Advisors, which operates out of Norfolk, Nebraska. The firm has 2 offices and 50 employees. The firm manages assets totaling $640.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Mcmill Cpa And Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

125 South 4Th Street
Norfolk, NE 68701

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Mcmill Cpa And Advisors Brokerage Details

Total Assets Under Management

$640,910,667

NE Average: $1,978,216,465
Total Number of Employees

50

NE Average: 226
Total Number of Accounts

3,896

NE Average: 7,467
Average Account Size

$164,505

NE Average: $264,928

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

Ethan Brozek Work History

2018 - Present (6 years)

Mcmill Cpa And Advisors

2017 - 2018 (1 year)

University Of Nebraska - Omaha

2016 - 2017 (1 year)

Union Bank & Trust

2015 - 2015 (< 1 year)

Boys Town

2013 - 2015 (2 years)

Christensen, Brozek & Faltys

2011 - 2016 (5 years)

University Of Nebraska - Kearney

Disclosures

Please visit the SEC profile of Ethan Brozek 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

Kyle Koester
Norfolk, NE
Alexandra Elwood
Norfolk, NE
Lynndsy Beckmann
Norfolk, NE
Clint Weeder
Norfolk, NE
Jesus Corrales
Norfolk, NE
Andrew Steffensmeier
Norfolk, NE
Mckenna Beckman
Norfolk, NE
Carter Faltys
Norfolk, NE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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