Nancy
Brozek
Mcmill Cpa And Advisors
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About this Advisor
Nancy Brozek is a financial advisor operating in Norfolk, Nebraska with a total of 24 years of industry experience. Brozek is currently employed by Mcmill Cpa And Advisors. Throughout their career, Brozek has worked at Mcmill Cpa Pc and Mcmill Cpa And Advisors. Brozek is approved to serve investors in Nebraska. Mcmill Cpa And Advisors is a company operating out of Norfolk, NE. The investment advisory business has offices in two locations and a total of 50 people on staff. It manages $546 million in total assets between its 3,729 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves 13 charitable organizations. Of its 3,729 client accounts, 28% belong to high-net-worth clients who have at least $1 million in assets. Mcmill Cpa And Advisors has 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. A financial advisor's fees usually depend on which services are provided. Fee types billed by Mcmill Cpa And Advisors likely are comprised of any blend of asset-based, hourly and fixed fees.
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
Nancy Brozek Work History
Nancy has been registered as a financial advisor for 24 years.*
Mcmill Cpa Pc
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 Nancy 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
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