Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2006-05-01 |
| MO | RA | APPROVED | 2006-04-12 |
Branch Locations
125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 1999-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcmill Cpa And Advisors | Norfolk | NE | 12/1994 | Present |
| Wealth Management Nebraska Llc | Norfolk | NE | 01/2005 | Present |
McMill CPA PC - S Corp - Not investment related - 125 S. 4th St Norfolk, NE 68701 - CPA Firm - Shareholder - 2004 - 160 Hours per month/ 160 Hours during securities trading hours - CPA, Tax & Consulting. McMill Inc - Corporation - Not investment related - 125 S. 4th St Norfolk, NE 68701 - Real Estate - Shareholder - 1996 - 0 hours per month/ 0 hours during securities trading hours - rental of commercial office space. Retirement Plan Consultants LLC - LLC - Not investment related - 125 S. 4th St Norfolk, NE 68701 - TPA, 401K Contracts & Recordkeeping - LLC Member - 2009 - 80 hours per month/80 hours during securities trading hours - Member and Partner in Charge. Insurance Agent - not investment related - located at branch office - fixed insurance sales - independent insurance agent - 09/2003 - Approx. 4 hours per month/Approx. 4 hours during securities trading hours - sales of fixed insurance WMH Rollover LLC - not investment related - 125 S 4th St Norfolk, NE - LLC - member - Approx. 1 hour per month/Approx. 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-24 |
Reach out to this advisor