Ethan Michael Brozek

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

• 11/2018 → Present
  Mcmill Cpa And Advisors
  Norfolk, NE
• 04/2016 → 05/2017
  Union Bank & Trust
  Lincoln, NE
• 05/2017 → 11/2018
  University Of Nebraska - Omaha
  Omaha, NE

Other Businesses

McMill CPA PC - Non investment related - 125 S 4th St, Norfolk, NE 68701 - CPA firm - Position is Accountant - Start date is 11/30/2018 to current - approximately 170 hours monthly/approximately 120 hours during securities trading hours per week - responsibilities include preparing tax returns and financial statements for multiple clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-23