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Treasurer & Secretary · McMill CPA and Advisors

Andrew J. Steffensmeier

CRD 6715791 · Named on Form ADV at one SEC-registered adviser

At a glance

McMill CPA and Advisors, an SEC-registered wealth manager based in Norfolk, NE with $862 million in regulatory assets, lists Andrew J. Steffensmeier on its Form ADV as Treasurer & Secretary.

Firms and roles

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Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.