Lynndsy Beckmann 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 · 8 yearsNorfolk, NE · Adviser representative · Firm CRD 129015
Investment adviser representative registrations
Lynndsy Beckmann is registered as an investment adviser representative in Nebraska, since September 2018.
- NebraskaSince 18 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lynndsy Jo Beckmann
- CRD
- 7012395
- Firm
- McMill Wealth · CRD 129015
- Role
- Secondary Owner
- Office
- 125 SOUTH 4TH STREET, Norfolk, NE 68701
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Lynndsy Beckmann work?
Lynndsy Beckmann has been Secondary Owner of McMill Wealth Inc since January 2026.
Is Lynndsy Beckmann a financial advisor?
Yes. Lynndsy Beckmann has a current investment-adviser registration in Nebraska, through McMill Wealth since September 2018.
How many years of experience does Lynndsy Beckmann have?
Lynndsy Beckmann has 8 years in the financial industry, since September 2018, across 1 adviser firm.
What exams has Lynndsy Beckmann passed?
Lynndsy Beckmann passed the Series 65 in September 2018.
Where is Lynndsy Beckmann based?
Lynndsy Beckmann’s registered office is in Norfolk, NE.
Is Lynndsy Beckmann registered with FINRA?
No. Lynndsy Beckmann has no current broker registration.
How can I verify Lynndsy Beckmann’s record?
Search CRD 7012395 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lynndsy Beckmann’s full registration record.
