Andrew John Steffensmeier

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

• 11/2013 → Present
  Christensen Brozek Faltys, Pc
  Norfolk, NE
• 10/2016 → Present
  Cbf Wealth Management
  Norfolk, NE

Other Businesses

Norfolk Area Chamber of Commerce - not investment related - 609 W Norfolk Ave Norfolk, NE 68701 - Non-Profit - Budget Committee Member - Approx 2 hours monthly/ 0 hours during securities trading hours Sacred Heart Parish Endowment Committee - not investment related - 204 South 5th St Norfolk, NE 68701 - Non-Profit - Board Member - Approx 2 hours per month/0 hours during securities trading hours McMill CPA & Advisors - not investment related - 125 S. 4th St Norfolk, NE - CPA Firm - 11/4/2013 - Approx 167 hours monthly - approx 167 hours during security trading hours - preparation of tax returns

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-07