Melissa Holan has been an investment adviser representative at McMill Wealth since December 2018, and is not listed among the firm’s executive officers or direct owners.
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 · 7 yearsNorfolk, NE · Adviser representative · Firm CRD 129015
Investment adviser representative registrations
Melissa Holan is registered as an investment adviser representative in Nebraska, since December 2018.
- NebraskaSince 12 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 December 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Melissa Sue Holan
- CRD
- 6683904
- Firm
- McMill Wealth · CRD 129015
- Office
- 125 SOUTH 4TH STREET, Norfolk, NE 68701
- Registration
- Investment adviser registration
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Melissa Holan work?
Melissa Holan is an investment adviser representative registered through McMill Wealth Inc since December 2018, and is not listed among the firm’s executive officers or direct owners.
Is Melissa Holan a financial advisor?
Yes. Melissa Holan has a current investment-adviser registration in Nebraska, through McMill Wealth since December 2018.
How many years of experience does Melissa Holan have?
Melissa Holan has 7 years in the financial industry, since December 2018, across 1 adviser firm.
What exams has Melissa Holan passed?
Melissa Holan passed the Series 65 in December 2018.
Where is Melissa Holan based?
Melissa Holan’s registered office is in Norfolk, NE.
Is Melissa Holan registered with FINRA?
No. Melissa Holan has no current broker registration.
How can I verify Melissa Holan’s record?
Search CRD 6683904 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melissa Holan’s full registration record.
