Melissa Sue Holan

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2018-12-11

Other Names

• Melissa Sue Brewer