Kyle Koester has been Secondary Owner of McMill Wealth since January 2026, 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 · 11 yearsNorfolk, NE · Adviser representative · Firm CRD 129015
Investment adviser representative registrations
Kyle Koester is registered as an investment adviser representative in Nebraska, since April 2015.
- NebraskaSince 6 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle Andrew Koester
- CRD
- 6465591
- Firm
- McMill Wealth · CRD 129015
- Role
- Secondary Owner
- Office
- 125 SOUTH 4TH STREET, Norfolk, NE 68701
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Koester work?
Kyle Koester has been Secondary Owner of McMill Wealth Inc since January 2026.
Is Kyle Koester a financial advisor?
Yes. Kyle Koester has a current investment-adviser registration in Nebraska, through McMill Wealth since April 2015.
How many years of experience does Kyle Koester have?
Kyle Koester has 11 years in the financial industry, since April 2015, across 1 adviser firm.
What exams has Kyle Koester passed?
Kyle Koester passed the Series 65 in April 2015.
Where is Kyle Koester based?
Kyle Koester’s registered office is in Norfolk, NE.
Is Kyle Koester registered with FINRA?
No. Kyle Koester has no current broker registration.
How can I verify Kyle Koester’s record?
Search CRD 6465591 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Koester’s full registration record.
