Kyle Andrew Koester

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → Present
  Wealth Management Llc
  Norfolk, NE

Other Businesses

WMH Rollover LLC - LLC - 125 S 4th Street Norfolk, NE - not investment related - member - 1 hour monthly/0 hours during security trading hours. Wealth Management Nebraska LLC - Corp - 125 S 4th Street Norfolk, NE - Business Development Manager - Approx. 160 hours monthly/Approx. 160 hours during securities trading hours. Sacred Heart Parish Endowment Board - not investment related - 204 S 5th Street Norfolk, NE - Board Member - Approx. 1 hours monthly/Approx. 0 hours during securities trading hours. Sacred Heart Parish Finance Committee not investment related - 204 S 5th Street Norfolk, NE - Board Member - Approx. 2 hours monthly/Approx. 0 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-03

Other Names

• Kyle Koester