Mckenna Kristine Beckman

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

• 06/2019 → 01/2025
  Mcmill Cpa & Advisors
  Norfolk, NE
• 09/2018 → 06/2019
  Hemmer, Langholz & Finley
  Norfolk, NE
• 08/2013 → 09/2018
  University Of Nebraska - Lincoln
  Lincoln, NE
• 01/2025 → 09/2025
  Elkhorn Valley Bank
  Norfolk, NE
• 09/2025 → Present
  Mcmill Cpa & Advisors
  Norfolk, NE

Previous Registrations

• 2021-10-20 → 2025-02-03
  Mcmill Cpa And Advisors
  Norfolk, NE

Other Businesses

McMill CPA & Advisors - not investment related - 125 S 4th ST Norfolk, NE - Accounting Firm - CPA - Start Date 09/2025 - Approx 160 hours monthly/Approx 160 hours monthly during security trading hours - provide tax and financial statement preparation services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-15

Other Names

• Mckenna Kristine Kime