Sherri Lynn Christensen Prim

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

Authority	Category	Status	Date
NE	RA	APPROVED	2004-09-20

NE RA
APPROVED

Since 2004-09-20

Branch Locations

Po Box 762, Norfolk, NE 68702 • 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

Organization	City	State	From	To
Christensen Associates, P.C.	Norfolk	NE	08/2002	Present
Christensen Brozek Faltys Pc	Norfolk	NE	01/2006	Present

08/2002 → Present

Christensen Associates, P.C.

Norfolk, NE
01/2006 → Present

Christensen Brozek Faltys Pc

Norfolk, NE

Previous Registrations

2006-04-12 → 2010-12-07

Wealth Management

Norfolk, NE

Other Businesses

Disco Properties - not investment related - 4600 N. Deer Run Drive Norfolk, NE 68701 - Real Estate - Member - 9/2012 - Approx 1 hours per month/ Approx 0 hours during securities trading hours - landlord.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-09-10

S65 Uniform Investment Adviser Law Examination

2004-09-10

Other Names

Sherri L Christensen
Sherri L Prim

View on SEC IAPD