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Andrew John Steffensmeier

MCMILL WEALTH INC·NORFOLK, Nebraska
Series 65Clean record9 years registeredMCMILL WEALTH INC
125 SOUTH 4TH STREET, NORFOLK, NE 68701CRD# 6715791Firm CRD# 129015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew John Steffensmeier · NORFOLK, NE
Registration
CRD #6715791 · MCMILL WEALTH INC · 9 years registered
Brand Profile
Not yet started
01

Career History

MCMILL CPA AND ADVISORS
Nov 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 9, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCMILL WEALTH INC
CRD 129015 · SEC 801-64153
AUM
$641M
Regulatory assets under management
Employees
50
3,896 client accounts
Services offered by MCMILL WEALTH INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MCMILL WEALTH INC →
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05

Frequently Asked Questions

What services does Andrew John Steffensmeier offer?
Andrew John Steffensmeier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORFOLK, Nebraska for a consultation.
What are Andrew John Steffensmeier's credentials?
Andrew John Steffensmeier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew John Steffensmeier located?
Andrew John Steffensmeier is based in NORFOLK, Nebraska, working with MCMILL WEALTH INC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.
How does Andrew John Steffensmeier charge for services?
Andrew John Steffensmeier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCMILL WEALTH INC?
MCMILL WEALTH INC has approximately 50 employees and manages $641M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCMILL WEALTH INC

Larry Edward Hilkemann
NORFOLK, NE
Clint Andrew Weeder
NORFOLK, NE

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Research
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