Mckenna K. Beckman

MCMILL CPA AND ADVISORS

Norfolk, NE 68701

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CRD#: 7440783

Professional summary

Mckenna Kristine Beckman, who also goes by Mckenna Kristine Kime, is a registered financial advisor currently at MCMILL CPA AND ADVISORS located in Norfolk, Nebraska.

Mckenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mckenna has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mckenna Kristine Kime

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 - 125 S 4th ST Norfolk, NE - Accounting Firm - CPA - Start Date 09/2025 - Approx 160 hours monthly/Approx 160 hours monthly during security trading hours - provide tax and financial statement preparation services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mckenna Kristine Beckman's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 15, 2025 - Present

MCMILL CPA AND ADVISORS

Office #1: 125 South 4th Street, Norfolk, NE 68701

RIA

CRD#: 129015

Norfolk, NE

Past

October 20, 2021 - February 3, 2025

MCMILL CPA AND ADVISORS

RIA

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/15/2021

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

202504 - MCMILL ADV PART 2A (4/29/2025)

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.

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Mckenna K. Beckman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mckenna Kristine Beckman's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCMILL CPA AND ADVISORS

MCMILL CPA AND ADVISORS

Primary Firm SEC Registration

MCMILL CPA AND ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/2021

Current Firm

MCMILL CPA AND ADVISORS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCMILL CPA AND ADVISORS

TRUST BUT VERIFY

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