NR
Nathan A. Raabe
MCMILL CPA AND ADVISORS
Norfolk, NE 68701
Some features on this profile are disabled
CRD#: 5562130
NR
Professional summary
Nathan Aubrey Raabe is a registered financial advisor currently at MCMILL CPA AND ADVISORS located in Norfolk, Nebraska and WEALTH MANAGEMENT located in Norfolk, Nebraska.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nathan has worked at 2 firms and has passed the Series 65 exam.
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.
Humbug Investments LLC - Single Member LLC, not investment related, 904 Circle Dr, Wisner, NE 68791. Real Estate. Owner. Established 8/2008. Approx. 40 hours per month, 0 during trading hours. Management of 8 apartment units and everything that entails. Small Town Investments, LLC - S Corp, not investment related, 904 Circle Dr Wisner, NE 68791, Own shares in a gas station, Member, 2016, 0 hours per month and 0 during trading hours, passive member. Nathan Raabe - Sole Prop, not investment related - 904 Circle Dr Wisner, NE 68791, Ag Real Estate - land is cash rented, owner - Approx 1 hour per month/ 0 hours during securities trading hours. WMH Rollover LLC - LLC - not investment related - 125 S 4th St Norfolk, NE - Member - 1 hours per month/ 0 hours during securities trading hours. Insurance Agent - not investment related - located at branch office - fixed insurance sales - independent insurance agent - 01/2012 - Approx. 4 hours per month/Approx. 4 hours during securities trading hours - sales of fixed insurance Country Apartments of Hudson - Single Member LLC, not investment related, 904 Circle Dr, Wisner, NE 68791. Real Estate. Owner. Established 2022. Approx. 2 hours per month, 0 during trading hours. Wisner Housing Authority Board - Government owned real estate - not investment related - Wisner, NE - Real Estate - Board Member - 06/2024 - Approx. 2 hours per month, 0 during trading hours. St. Paul Lutheran Church - Corp - not investment related - Wisner, NE - Finance board member - 8/2024 - approx. 5 hours per month, 0 hours during trading hours. Wisner Pilger Community Schools Foundation - not investment related - Wisner, NE - board member - 5/2025- approx. 1 hours per month, 0 hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Aubrey Raabe'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
July 25, 2008 - Present
MCMILL CPA AND ADVISORS
Office #1: 125 South 4th Street, Norfolk, NE 68701RIA
CRD#: 129015
Norfolk, NE
Current
July 22, 2015 - Present
WEALTH MANAGEMENT
Office #1: 125 South 4th Street, Norfolk, NE 68701RIA
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".
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 Approved)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(7/25/2008)
Current Firm
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 Approved)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
Po Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,617 |
| AUM (Assets Under Management) | $ 3,100,744,962 |
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
WEALTH MANAGEMENT
CRD#: 137080Norfolk, NE 68701TRUST BUT VERIFY
Monitor Nathan Raabe
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
