Lynndsy
Beckmann
Mcmill Cpa And Advisors
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About this Advisor
Lynndsy Beckmann is a financial advisor operating in Norfolk, Nebraska with a total of 5 years of industry experience. Beckmann works at Mcmill Cpa And Advisors. Over the course of their career, Beckmann has held roles at Mcmill Cpa & Advisors and Elkhorn Valley Bank. Beckmann holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in Nebraska. Mcmill Cpa And Advisors is a financial advisory firm based out of Norfolk, NE. The investment advisory business has offices in two locations and a total of 50 financial advisors. It handles $546 million in assets among its 3,729 customer accounts, placing it among the larger firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 3,729 customer accounts, 28% belong to high-net-worth individuals who have more than $1 million in investable assets. The business has a broad assortment 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. Financial advisory fees largely are based on the type of financial services provided. Fees billed by Mcmill Cpa And Advisors may include any combination of 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
Lynndsy Beckmann Work History
Lynndsy has been registered as a financial advisor for 5 years.*
Mcmill Cpa & Advisors
Elkhorn Valley Bank
*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 Lynndsy Beckmann 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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