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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MCMILL CPA AND ADVISORS

MCMILL WEALTH INC, CRD 129015

NORFOLK, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:872325e0-64e1-3b2f-7d7f-6c45cd398457

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 3
On other graphs: 0
Observed: Mar 28, 2012 to Mar 27, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.72 fund_share=0.0 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $862MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $862M
Private client RAUM: $625MderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $45.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 50
Advisory employees: 22
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 5,656
Individual clients: 4,192
High net worth clients: 1,382
Custody, client assets: $532M
SEC number: 801-64153
CRD: 129015
Filings on the tape: 33
First filed: Mar 28, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, NE
Website: myretirementfiduciary.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STANLEY DEL CHRISTENSEN	Personal Financial Specialist	NORFOLK, NE	27	53	1	no
LARRY EDWARD HILKEMANN	Personal Financial Specialist	NORFOLK, NE	27	54	1	no
DANNY RAY FUERHOFF	n/a	NORFOLK, NE	27	48	n/a	no
JARED MATTHEW FALTYS	n/a	NORFOLK, NE	26	31	n/a	no
LYNN EAO LAIBLE	n/a	NORFOLK, NE	26	41	n/a	no
LYNETTE LUANN POFAHL	n/a	NORFOLK, NE	26	35	n/a	no
SHERRI LYNN CHRISTENSEN PRIM	n/a	NORFOLK, NE	22	24	1	no
NATHAN AUBREY RAABE	n/a	NORFOLK, NE	18	18	1	no
KYLE ANDREW KOESTER	n/a	NORFOLK, NE	11	12	n/a	no
Clint Andrew Weeder	n/a	NORFOLK, NE	10	10	n/a	no
Andrew John Steffensmeier	n/a	NORFOLK, NE	9	12	n/a	no
LYNNDSY JO BECKMANN	n/a	NORFOLK, NE	8	11	n/a	no
Melissa Sue Holan	n/a	NORFOLK, NE	7	20	n/a	no
Ethan Michael Brozek	n/a	NORFOLK, NE	4	10	n/a	no
Carter Matthew Faltys	n/a	NORFOLK, NE	3	15	n/a	no
Jesus Omar Corrales	n/a	NORFOLK, NE	2	10	n/a	no
Trenton John Rengo	n/a	Papillion, NE \| NORFOLK, NE	1	14	n/a	no
Mckenna Kristine Beckman	n/a	NORFOLK, NE	1	13	1	no
Dylan Joseph Kautz	n/a	NORFOLK, NE	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FALTYS, JARED, MATTHEW	VICE PRESIDENT	D	yes	01/2009	Mar 28, 2012	Apr 5, 2024
RAABE, NATHAN, AUBREY	CHIEF COMPLIANCE OFFICER	Na	yes	01/2017	Mar 27, 2017	Apr 5, 2024
Weeder, Clint, Andrew	President	C	yes	01/2018	Mar 12, 2018	Apr 5, 2024
Steffensmeier, Andrew, John	TREASURER & SECRETARY	A	no	03/2022	Mar 23, 2022	Apr 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEALTH MANAGEMENT NEBRASKA LLC	n/a	Mixed wealth	$3.7B	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$862M	$862M	50	22	1	n/a	n/a
2024	Apr 29, 2025	$730M	$730M	50	22	2	n/a	n/a
2023	Mar 22, 2024	$641M	$641M	50	17	2	n/a	n/a
2022	Mar 30, 2023	$546M	$546M	50	17	2	n/a	n/a
2021	Mar 23, 2022	$561M	$561M	50	17	2	n/a	n/a
2020	Mar 31, 2021	$435M	$435M	50	18	3	n/a	n/a
2019	Mar 18, 2020	$367M	$367M	50	15	3	n/a	n/a
2018	Mar 26, 2019	$302M	$302M	50	15	1	n/a	n/a
2017	Mar 12, 2018	$322M	$322M	50	15	1	n/a	n/a
2016	Mar 27, 2017	$297M	$297M	45	13	n/a	n/a	n/a
2015	Mar 23, 2016	$227M	$227M	45	11	n/a	n/a	n/a
2014	Mar 25, 2015	$215M	$215M	45	11	n/a	n/a	n/a
2013	Mar 20, 2014	$206M	$206M	42	11	n/a	n/a	n/a
2012	Mar 19, 2013	$134M	$134M	40	12	n/a	n/a	n/a
2011	Mar 28, 2012	$103M	$103M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$862M	$730M	18.1%	$546M	16.5%	50	50	1	2

Relationships

Affiliated with (2)

← WEALTH MANAGEMENTRegistered adviserother investment adviser, insurance company, control
factForm ADV
→ WEALTH MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Registered with (23)

← Dylan Joseph KautzAdvisorregistration: current employment
Jul 29, 2026 to presentfactForm ADV
← Mckenna Kristine BeckmanAdvisorregistration: previous registration
Oct 20, 2021 to Feb 3, 2025factForm ADV
← Trenton John RengoAdvisorregistration: current employment
Apr 7, 2025 to presentfactForm ADV
← Jesus Omar CorralesAdvisorregistration: current employment
Oct 24, 2023 to presentfactForm ADV
← Carter Matthew FaltysAdvisorregistration: current employment
Apr 26, 2023 to presentfactForm ADV
← Ethan Michael BrozekAdvisorregistration: current employment
Sep 28, 2021 to presentfactForm ADV
← Melissa Sue HolanAdvisorregistration: current employment
Dec 12, 2018 to presentfactForm ADV
← LYNNDSY JO BECKMANNAdvisorregistration: current employment
Sep 18, 2018 to presentfactForm ADV
← Andrew John SteffensmeierAdvisorregistration: current employment
Nov 9, 2016 to presentfactForm ADV
← Clint Andrew WeederAdvisorregistration: current employment
Jan 25, 2016 to presentfactForm ADV
← KYLE ANDREW KOESTERAdvisorregistration: current employment
Apr 6, 2015 to presentfactForm ADV
← NATHAN AUBREY RAABEAdvisorregistration: current employment
Jul 25, 2008 to presentfactForm ADV
← SHERRI LYNN CHRISTENSEN PRIMAdvisorregistration: current employment
Sep 20, 2004 to presentfactForm ADV
← LYNETTE LUANN POFAHLAdvisorregistration: current employment
Jan 7, 2000 to presentfactForm ADV
← LYNN EAO LAIBLEAdvisorregistration: current employment
Oct 21, 1999 to presentfactForm ADV
← JARED MATTHEW FALTYSAdvisorregistration: current employment
Oct 7, 1999 to presentfactForm ADV
← LARRY EDWARD HILKEMANNAdvisorregistration: current employment
Aug 26, 1999 to presentfactForm ADV
← DANNY RAY FUERHOFFAdvisorregistration: current employment
Aug 26, 1999 to presentfactForm ADV
← STANLEY DEL CHRISTENSENAdvisorregistration: current employment
Mar 18, 1999 to presentfactForm ADV
← MICHAEL SCOTT CARLSONAdvisorregistration: previous registration
Apr 20, 2017 to Jun 30, 2022factForm ADV
← Thomas Joseph PohlenAdvisorregistration: previous registration
Sep 10, 2020 to Jun 21, 2021factForm ADV
← THOMAS GEORGE ALLENAdvisorregistration: previous registration
Nov 28, 2017 to Mar 29, 2021factForm ADV
← TY ERIC BOGGSAdvisorregistration: previous registration
Jun 28, 2011 to Oct 1, 2012factForm ADV

Controls (3)

← FALTYS, JARED, MATTHEWOwnerVICE PRESIDENT, ownership code D, individual
Mar 28, 2012 to Apr 5, 2024factForm ADV
← RAABE, NATHAN, AUBREYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2017 to Apr 5, 2024factForm ADV
← Weeder, Clint, AndrewOwnerPRESIDENT, ownership code C, individual
Mar 12, 2018 to Apr 5, 2024factForm ADV

Owns (1)

← Steffensmeier, Andrew, JohnOwnerTREASURER & SECRETARY, ownership code A, individual
Mar 23, 2022 to Apr 5, 2024factForm ADV

Dated events

Occurred
Feb 7, 2024
Control person left
Jo Nancy Brozek (Treasurer) no longer on Schedule A of Mcmill Cpa And Advisors (listed 2023-09-05, absent 2024-02-07)
Form ADVobserved 6 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Michael Scott Carlson left Mcmill Cpa And Advisors for Carlson Wealth, Llc (registered 2022-03-11)
Form ADVobserved 6 days ago
Occurred
Mar 23, 2022
Regulatory AUM changed
Mcmill Cpa And Advisors reported RAUM $561.1M, up 29% from $435.1M (2021-03-31 to 2022-03-23)
Form ADVobserved 6 days ago
$126M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:872325e0-64e1-3b2f-7d7f-6c45cd398457
First observed: Mar 28, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MCMILL CPA AND ADVISORS

MCMILL WEALTH INC, CRD 129015

NORFOLK, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:872325e0-64e1-3b2f-7d7f-6c45cd398457

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:40 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STANLEY DEL CHRISTENSEN

Personal Financial Specialist

NORFOLK, NE

LARRY EDWARD HILKEMANN

Personal Financial Specialist

NORFOLK, NE

DANNY RAY FUERHOFF

n/a

NORFOLK, NE

n/a

JARED MATTHEW FALTYS

n/a

NORFOLK, NE

n/a

LYNN EAO LAIBLE

n/a

NORFOLK, NE

n/a

LYNETTE LUANN POFAHL

n/a

NORFOLK, NE

n/a

SHERRI LYNN CHRISTENSEN PRIM

n/a

NORFOLK, NE

NATHAN AUBREY RAABE

n/a

NORFOLK, NE

KYLE ANDREW KOESTER

n/a

NORFOLK, NE

n/a

Clint Andrew Weeder

n/a

NORFOLK, NE

n/a

Andrew John Steffensmeier

n/a

NORFOLK, NE

n/a

LYNNDSY JO BECKMANN

n/a

NORFOLK, NE

n/a

Melissa Sue Holan

n/a

NORFOLK, NE

n/a

Ethan Michael Brozek

n/a

NORFOLK, NE

n/a

Carter Matthew Faltys

n/a

NORFOLK, NE

n/a

Jesus Omar Corrales

n/a

NORFOLK, NE

n/a

Trenton John Rengo

n/a

Papillion, NE | NORFOLK, NE

n/a

Mckenna Kristine Beckman

n/a

NORFOLK, NE

Dylan Joseph Kautz

n/a

NORFOLK, NE

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FALTYS, JARED, MATTHEW

VICE PRESIDENT

yes

01/2009

Mar 28, 2012

Apr 5, 2024

RAABE, NATHAN, AUBREY

CHIEF COMPLIANCE OFFICER

yes

01/2017

Mar 27, 2017

Apr 5, 2024

Weeder, Clint, Andrew

President

yes

01/2018

Mar 12, 2018

Apr 5, 2024

Steffensmeier, Andrew, John

TREASURER & SECRETARY

03/2022

Mar 23, 2022

Apr 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEALTH MANAGEMENT NEBRASKA LLC

n/a

Mixed wealth

$3.7B

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$862M

n/a

2024

Apr 29, 2025

$730M

n/a

2023

Mar 22, 2024

$641M

n/a

2022

Mar 30, 2023

$546M

n/a

2021

Mar 23, 2022

$561M

n/a

2020

Mar 31, 2021

$435M

n/a

2019

Mar 18, 2020

$367M

n/a

2018

Mar 26, 2019

$302M

n/a

2017

Mar 12, 2018

$322M

n/a

2016

Mar 27, 2017

$297M

n/a

2015

Mar 23, 2016

$227M

n/a

2014

Mar 25, 2015

$215M

n/a

2013

Mar 20, 2014

$206M

n/a

2012

Mar 19, 2013

$134M

n/a

2011

Mar 28, 2012

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$862M

$730M

18.1%

$546M

16.5%