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Vice President · McMill CPA and Advisors

Jared M. Faltys

CRD 4725174 · Named on Form ADV at 2 SEC-registered advisers

At a glance

McMill CPA and Advisors, an SEC-registered wealth manager based in Norfolk, NE with $862 million in regulatory assets, lists Jared M. Faltys on its Form ADV as Vice President, a control person. The SEC filings also name Jared at 1 other registered adviser.

Firms and roles

AtlasMembers

Jared’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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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 Jared’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.