LH
Larry E. Hilkemann
MCMILL CPA AND ADVISORS
NORFOLK, NE 68701
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CRD#: 4725177
LH
Professional summary
Larry Edward Hilkemann is a registered financial advisor currently at MCMILL CPA AND ADVISORS located in Norfolk, Nebraska.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Larry has worked at 2 firms .
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.
Larry E. Hilkemann - Individual Ownership - Not Investment Related - 1104 Charloais Drive Norfolk, NE 68701 - Farm building and farm land rental - Owner - 10 hours per month/ 5 hours during securities trading hours - manage farm building and land rental. Norfolk Area Concert Association - 501 (c)(3) Charitable Organization - 2004 Highway 35 North Norfolk, NE 68701 - promoting the arts thru music - Board Member - 3/2013 - 1 hour per month/0 hours during securities trading hours - attend board meetings for operation of organization and pick entertainment for each concert season. Insurance Agent - not investment related - located at branch office - fixed insurance sales - independent insurance agent - 05/2004 - Approx. 2 hours per month/Approx. 2 hours during securities trading hours - sales of fixed insurance McMill CPA PC - not investment related - 125 s 4th St Norfolk NE - Accounting Firm - CPA - 7/17/1972 - Approx 156 hours a month - approx 156 hours during security trading hours - CPA Wayne State College Foundation - 501 (c)(3) Charitable Organization - 1111 Main Street - Wayne, NE 68787 - promoting the education thru scholarships to students and capital projects to provided facilities for education - Board Member - 10/2021 - 1 hour per month/0 hours during securities trading hours - attend board meetings for operation of organization and help with fundraising activites.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Edward Hilkemann'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
August 26, 1999 - Present
MCMILL CPA AND ADVISORS
Office #1: 125 South 4th Street, Norfolk, NE 68701RIA
CRD#: 129015
NORFOLK, NE
Past
April 5, 2006 - March 15, 2018
WEALTH MANAGEMENT
RIA
CRD#: 137080
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(8/26/1999)
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
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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
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Company Information
MCMILL CPA AND ADVISORS
CRD#: 129015Norfolk, NE 68701TRUST BUT VERIFY
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