Sherri Christensen Prim has been an investment adviser representative at McMill Wealth since September 2004, 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.
Sherri Christensen Prim’s longest registration is the current one, 22 years at McMill Wealth since 2004.
- Wealth Management LLC– · 4 yearsNorfolk, NE · Adviser representative · Firm CRD 137080
- McMill CPA and AdvisorsCurrent– present · 22 yearsNorfolk, NE · Adviser representative · Firm CRD 129015
Investment adviser representative registrations
Sherri Christensen Prim is registered as an investment adviser representative in Nebraska, since September 2004.
- NebraskaSince 20 September 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 September 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sherri Lynn Christensen Prim
- CRD
- 4836496
- Firm
- McMill Wealth · CRD 129015
- Office
- PO BOX 762, Norfolk, NE 68702
- Registration
- Investment adviser registration
- In the industry since
- September 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Sherri Christensen Prim work?
Sherri Christensen Prim is an investment adviser representative registered through McMill Wealth Inc since September 2004, and is not listed among the firm’s executive officers or direct owners.
Is Sherri Christensen Prim a financial advisor?
Yes. Sherri Christensen Prim has a current investment-adviser registration in Nebraska, through McMill Wealth since September 2004.
How many years of experience does Sherri Christensen Prim have?
Sherri Christensen Prim has 22 years in the financial industry, since September 2004, across 2 adviser firms.
What exams has Sherri Christensen Prim passed?
Sherri Christensen Prim passed the Series 65 in September 2004.
Where is Sherri Christensen Prim based?
Sherri Christensen Prim’s registered office is in Norfolk, NE.
Is Sherri Christensen Prim registered with FINRA?
No. Sherri Christensen Prim has no current broker registration.
How can I verify Sherri Christensen Prim’s record?
Search CRD 4836496 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sherri Christensen Prim’s full registration record.
