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Melissa Sue Holan

Mcmill Cpa And Advisors

Norfolk, NE

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Current Employers
Mcmill Cpa And Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2018-12-12
  • NE RA
    APPROVED
    Since 2018-12-12

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 Brozek Faltys Pc Norfolk NE 01/2006 Present
Cbf Wealth Managment Norfolk NE 07/2016 Present
  • 01/2006 → Present
    Christensen Brozek Faltys Pc
    Norfolk, NE
  • 07/2016 → Present
    Cbf Wealth Managment
    Norfolk, NE
Other Businesses

McMill CPA PC - not investment related - PC - 125 S, 4th Street Norfolk, NE 68701 - CPA Firm - 1/2006 - CPA - accounting - 180 hours monthly/140 hours during security trading hours - accounting functions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-11
  • S65 Uniform Investment Adviser Law Examination
    2018-12-11
Other Names
  • Melissa Sue Brewer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Norfolk, NE

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