Andrew K. Mcgill

MAXUS WEALTH MANAGEMENT LLC

Seward, NE 68434

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CRD#: 7737506

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.

1.) One Cup LLC (owner of coffee shop); not investment related, 1240 Ivy, P.O. Box 272, Crete, NE, 68333; Member; 09/2024; 10 hrs/mo; 5 hrs/mo. 2.) McGill Brothers Farm; Not investment related; 2222 North 4th Street Seward, NE 68434; Farming; Owner; 06/2018; 5 hrs/mo; 0 hrs/mo 3.) Stock Ticker Properties LLC; not investment related; PO Box 273, Seward, NE 68434; Member; 04/2023; owns commercial real estate lot, 1 hr/mo; 0 hrs/mo 4.) NineOaks Development LLC; investment-related; 6077 W Saltillo Rd. Martell, NE 68434; Member; 04/2025; NineOaks Development LLC is in the business of building homes and developing vacant land/lots for commercial or residential use; applicant's duties include working with contractors on pricing and scheduling; 1 - 5 hrs/mo; 1 hr/mo

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

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)

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 66

Date: 10/26/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/30/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/16/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 2/24/2023

National Commodity Futures Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 765,239

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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Andrew K. Mcgill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Keith Mcgill's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAXUS WEALTH MANAGEMENT LLC

CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2023

Series 7TO

Date: 8/30/2023

SIE

Date: 6/16/2023

Series 3

Date: 2/24/2023

Current Firm

MAXUS WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAXUS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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