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Lynn Eao Laible

Mcmill Cpa And Advisors

Norfolk, NE

CRD 4725179

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Employer firm

Mcmill Cpa And Advisors CRD 129015

$862M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mcmill Cpa And Advisors

125 South 4Th Street, Norfolk, NE 68701 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 1999-10-21
  • NE RA
    APPROVED
    Since 1999-10-21

Branch Locations

125 South 4Th Street, Norfolk, NE 68701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Christensen Associates, P.C. Norfolk NE 11/1984 Present
Christensen Brozek Faltys Pc Norfolk NE 01/2005 Present
  • 11/1984 → Present
    Christensen Associates, P.C.
    Norfolk, NE
  • 01/2005 → Present
    Christensen Brozek Faltys Pc
    Norfolk, NE
Other Businesses

McMill CPA & Advisors - not investment related - 125 S. 4th St Norfolk NE - accounting firm - CPA - 11/1984 - Approx 160 hours monthly - Approx 160 hours monthly during securities trading hours - accounting and tax Elkhorn Valley Historical Society - Not investment related - 515 Queen City Blvd Norfolk NE - museum - member of board of directors - Approx 2 hours monthly - Approx 2 hours monthly during securities trading hours - member of board of directors. Teammates of Norfolk - not investment related - 801 Riverside Blvd Norfolk NE - mentoring program - President of board of directors - Approx 2 hours monthly - Approx 2 hours monthly during securities trading hours - president of the board of directors.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-08
  • S65 Uniform Investment Adviser Law Examination
    1999-10-08
Other Names
  • Lynn Eao Paustian
  • Lynn Eao Paustian
  • Lynn Eao Brogan

View on SEC IAPD

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