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Andrew Keith Mcgill

MAXUS WEALTH MANAGEMENT
Seward, NE
·CRD# 7737506·3 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrew Mcgill

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

MAXUS WEALTH MANAGEMENT LLC·CRD# 333825
RIA
615 Seward Street Seward, Seward, NE 68434
December 3, 2024 - Present
CREATIVEONE SECURITIES, LLC·CRD# 152974
RIA
Seward, NE
October 30, 2023 - June 3, 2024
CREATIVEONE SECURITIES, LLC·CRD# 152974
BD
Overland Park, KS
August 30, 2023 - June 3, 2024

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Current Firm

MW
MAXUS WEALTH MANAGEMENT LLC

MAXUS WEALTH MANAGEMENT LLC

CRD#: 333825
Nebraska
Registered Investment Advisory firm - Nebraska (12/3/2024 Approved)

Contact Information

Main Address

615 Seward Street, Seward, NE 68434

Phone Number

(402) 400-5665

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

42

AUM (Assets Under Management)

$5,918,217

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2023About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Feb 2023About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

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

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