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AM

Andrew K. Mcgill

MAXUS WEALTH MANAGEMENT LLC
Seward, NE 68434
Some features on this profile are disabled
CRD#: 7737506
AM

Professional summary

Andrew Keith Mcgill, who also goes by Andrew Mcgill, is a registered financial advisor currently at MAXUS WEALTH MANAGEMENT LLC located in Seward, Nebraska.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew Mcgill

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Keith Mcgill'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®
None

Experience

Current

December 3, 2024 - Present

MAXUS WEALTH MANAGEMENT LLC

Office #1: 615 Seward Street Seward, Seward, NE 68434
RIA
CRD#: 333825
Seward, NE
Past

October 30, 2023 - June 3, 2024

CREATIVEONE SECURITIES, LLC

RIA
CRD#: 152974
Seward, NE
Past

August 30, 2023 - June 3, 2024

CREATIVEONE SECURITIES, LLC

BD
CRD#: 152974
OVERLAND PARK, KS

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
(12/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/26/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/16/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 2/24/2023
National Commodity Futures Examination

Current Firm

MW
MAXUS WEALTH MANAGEMENT LLC
MAXUS WEALTH MANAGEMENT LLC

CRD#: 333825 / SEC#:

Nebraska
Registered Investment Advisory firm - (12/3/2024 Approved)
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Contact information

Main Address
615 Seward Street, Seward, NE 68434
Mailing Address
Phone number
(402) 400-5665
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts42
AUM (Assets Under Management)$ 5,918,217

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

MAXUS WEALTH MANAGEMENT LLC

CRD#: 333825Seward, NE 68434

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