Dylan Joseph Kautz

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

• 06/2024 → Present
  Mcmill Cpa & Advisors
  Norfolk, NE
• 05/2023 → 06/2024
  Full-Time Education
  Vermillion, NE
• 05/2021 → 05/2023
  Cortrust Bank
  Vermillion, SD
• 06/2020 → 08/2021
  Elkhorn Valley Bank
  Norfolk, NE
• 07/2016 → 06/2020
  Full-Time Education
  Norfolk, NE

Other Businesses

McMill CPA PC - not investment related - 125 S 4th St Norfolk, NE 68701 - Accounting Firm - Accountant -06/2024 - Approximately 160 hours monthly/120 hours duringsecurity trading hours - preparing tax returns and financial statements for multiple clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-28