Jared Faltys has been Vice President of McMill Wealth since January 2026, is a control person of the firm and directly owns between 25% and 50% of it. Jared Faltys holds a Bachelor of Science in Accounting & Economics from Nebraska Wesleyan University.
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.
Jared Faltys is Shareholder of McMill CPAs & Advisors, based in Norfolk, Nebraska. Faltys is an Investment Advisor Representative whose areas of focus are personal financial planning, business consulting, investment consulting, employee benefits, retirement planning and wealth management.
Jared Faltys’ longest registration is the current one, 27 years at McMill Wealth since 1999.
- Wealth ManagementAlso current– present · 20 yearsNorfolk, NE · Adviser representative · Firm CRD 137080
- McMill CPA and AdvisorsCurrent– present · 27 yearsNorfolk, NE · Adviser representative · Firm CRD 129015
Professional designations
Listed by McMill Wealth
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified Plan Fiduciary Advisor (CPFA)
Investment adviser representative registrations
Jared Faltys is registered as an investment adviser representative in 2 states. The first approvals date from October 1999; the most recent is Missouri, in April 2006.
- MissouriSince 12 April 2006
- NebraskaSince 7 October 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jared Matthew Faltys
- CRD
- 4725174
- Firm
- McMill Wealth · CRD 129015
- Role
- Vice President
- Office
- 125 SOUTH 4TH STREET, Norfolk, NE 68701
- Registration
- Investment adviser registration
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcmill.info
Where does Jared Faltys work?
Jared Faltys has been Vice President of McMill Wealth Inc since January 2026, and is a control person of the firm.
Is Jared Faltys a financial advisor?
Yes. Jared Faltys has a current investment-adviser registration in Missouri and Nebraska, through McMill Wealth since October 1999.
How many years of experience does Jared Faltys have?
Jared Faltys has 27 years in the financial industry, since October 1999, across 2 adviser firms.
What exams has Jared Faltys passed?
Jared Faltys passed the Series 65 in September 1999.
Where is Jared Faltys based?
Jared Faltys’ registered office is in Norfolk, NE.
Is Jared Faltys registered with FINRA?
No. Jared Faltys has no current broker registration.
How can I verify Jared Faltys’ record?
Search CRD 4725174 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Faltys’ full registration record.
