Lynndsy Jo Beckmann

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

• 01/2015 → Present
  Mcmill Cpa & Advisors
  Norfolk, NE

Other Businesses

McMill CPA & Advisors - not investment related - 125 s 4th st norfolk ne - accounting firm - CPA/Parter - 1/1/2015 - Approx 160 hours monthly - Approx 160 hours monthly during security trading hours - preparation of tax returns and financial statements, assist in managing employees and making business decisions. St. Joseph's Parish Council - not investment related - 1318 Ave G W Wisner, NE - Non-profit - Board Member - 09/30/2024 - approx 2 hours monthly - 0 hours monthly during security trading hours - help in decision making for church fundraising, growth and maintenance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-17

Other Names

• Lynndsy Jo Hauger