Jared
Faltys

Mcmill Cpa And Advisors

CRD#4725174
Investment Advisor
in Norfolk, NE

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About this Advisor

Jared Faltys is a financial advisor who works out of Norfolk, Nebraska with 24 years of industry experience. Faltys is on the advisory team at Mcmill Cpa And Advisors. The advisor has gained experience at Mcmill Cpa And Advisors and Wealth Management Nebraska LLC. Faltys holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Nebraska. Mcmill Cpa And Advisors is a registered investment business operating out of Norfolk, NE. The firm has offices in two locations and a total of 50 advisors. It controls $546 million in total assets between its 3,729 accounts, placing it among the bigger firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 3,729 customer accounts, 28% belong to high-net-worth investors who have more than $1 million in assets. Mcmill Cpa And Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial advisory fees typically are based on which services the firm provides the client. However, fee types charged by Mcmill Cpa And Advisors may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

24 years

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

$545,604,765

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

50

NE Average: 226
Total Number of Accounts

3,729

NE Average: 7,467
Average Account Size

$146,314

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

Jared Faltys Work History

Jared has been registered as a financial advisor for 24 years.*

2005 - Present (19 years)

Wealth Management Nebraska LLC

1994 - Present (30 years)

Mcmill Cpa And Advisors

*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 Jared Faltys 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

Lynndsy Beckmann
Norfolk, NE
Andrew Steffensmeier
Norfolk, NE
Alexandra Elwood
Norfolk, NE
Ethan Brozek
Norfolk, NE
Kyle Koester
Norfolk, NE
Mckenna Beckman
Norfolk, NE
Nathan Raabe
Norfolk, NE
Clint Weeder
Norfolk, NE

The content in this profile was updated by SmartAsset on 4/16/2023. 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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