Andrew Steffensmeier has been Treasurer & Secretary of McMill Wealth since March 2022, is not listed as a control person, but directly owns between 5% and 10% of the firm.
McMill Wealth Inc is a Norfolk, NE firm with $862M under management, 5,656 clients and 22 advisers across 2 offices, as of its March 2026 filing.
- McMill CPA and AdvisorsCurrent– present · 9 yearsNorfolk, NE · Adviser representative · Firm CRD 129015
Investment adviser representative registrations
Andrew Steffensmeier is registered as an investment adviser representative in Nebraska, since November 2016.
- NebraskaSince 9 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew John Steffensmeier
- CRD
- 6715791
- Firm
- McMill Wealth · CRD 129015
- Role
- Treasurer & Secretary
- Office
- 125 SOUTH 4TH STREET, Norfolk, NE 68701
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Steffensmeier work?
Andrew Steffensmeier has been Treasurer & Secretary of McMill Wealth Inc since March 2022.
Is Andrew Steffensmeier a financial advisor?
Yes. Andrew Steffensmeier has a current investment-adviser registration in Nebraska, through McMill Wealth since November 2016.
How many years of experience does Andrew Steffensmeier have?
Andrew Steffensmeier has 9 years in the financial industry, since November 2016, across 1 adviser firm.
What exams has Andrew Steffensmeier passed?
Andrew Steffensmeier passed the Series 65 in November 2016.
Where is Andrew Steffensmeier based?
Andrew Steffensmeier’s registered office is in Norfolk, NE.
Is Andrew Steffensmeier registered with FINRA?
No. Andrew Steffensmeier has no current broker registration.
How can I verify Andrew Steffensmeier’s record?
Search CRD 6715791 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Steffensmeier’s full registration record.
