LP
Lynette L. Pofahl
MCMILL CPA AND ADVISORS
NORFOLK, NE 68701
Some features on this profile are disabled
CRD#: 1113439
LP
Professional summary
Lynette Luann Pofahl is a registered financial advisor currently at MCMILL CPA AND ADVISORS located in Norfolk, Nebraska.
Lynette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lynette has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
McMill CPA & Advisors - not investment related - CPA Firm - 125 S. 4th St Norfolk, NE - CPA - 11/1990 - Approx 160 hours monthly - approx 160 hours monthly during securities trading hours - tax planning & preparation, consulting, financial statement compilations, business valuations For The Girls Inc - not investment related - non-profit organization - Norfolk, NE - 2022 - Approx 1 hours monthly - approx 0 hours monthly during securities trading hours -treasurer duties Renegade LLC - not investment related - Western Clothing Store - Norfolk, NE - member - Approx 1 hours monthly - approx 0 hours monthly during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Lynette Luann Pofahl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 7, 2000 - Present
MCMILL CPA AND ADVISORS
Office #1: 125 South 4th Street, Norfolk, NE 68701RIA
CRD#: 129015
NORFOLK, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MCMILL CPA AND ADVISORS
CBF WEALTH MANAGEMENT | WEALTH FIRM | MCMILL WEALTH INC | MCMILL CPA AND ADVISORS | CHRISTENSEN ASSOCIATES, P.C.
CRD#: 129015 / SEC#: 801-64153
RIA
Registered Investment Advisory firm - (4/21/2005 Approved)Nebraska
Registered Investment Advisory firm - (12/12/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(1/7/2000)
Exams
Current Firm
MC
MCMILL CPA AND ADVISORS
CBF WEALTH MANAGEMENT | WEALTH FIRM | MCMILL WEALTH INC | MCMILL CPA AND ADVISORS | CHRISTENSEN ASSOCIATES, P.C.
CRD#: 129015 / SEC#: 801-64153
RIA
Registered Investment Advisory firm - (4/21/2005 Approved)Nebraska
Registered Investment Advisory firm - (12/12/2005 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
125 South 4th Street, Norfolk, NE 68701
Mailing Address
P.o. Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,118 |
| AUM (Assets Under Management) | $ 730,154,643 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MCMILL CPA AND ADVISORS
CRD#: 129015Norfolk, NE 68701TRUST BUT VERIFY
Monitor Lynette Pofahl
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
