Ethan
Brozek
Mcmill Cpa And Advisors
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About this Advisor
Ethan Brozek is a financial advisor operating out of Norfolk, Nebraska who has 2 years of industry experience. Brozek is currently employed by Mcmill Cpa And Advisors. During their career, the advisor has held roles at Mcmill Cpa And Advisors, Union Bank & Trust, University Of Nebraska - Kearney, Boys Town, Christensen, Brozek & Faltys and University Of Nebraska - Omaha. Brozek has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Nebraska. Mcmill Cpa And Advisors is a registered investment business that has its headquarters in Norfolk, NE. The company has offices in two locations and a total of 50 employees. It administers $546 million in assets across its 3,729 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 3,729 accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Mcmill Cpa And Advisors provides a diverse range 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. A financial advisor's fees are based on which services are provided. Fee types charged by Mcmill Cpa And Advisors may include any blend 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
Ethan Brozek Work History
Ethan has been registered as a financial advisor for 2 years.*
Mcmill Cpa And Advisors
University Of Nebraska - Omaha
Union Bank & Trust
Boys Town
Christensen, Brozek & Faltys
University Of Nebraska - Kearney
*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 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
Norfolk, NE
Norfolk, NE
Norfolk, NE
Norfolk, NE
Norfolk, NE
Norfolk, NE
Norfolk, NE
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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