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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew John Steffensmeier is an Investment Advisor Representative at McMill CPA And Advisors in Norfolk, Nebraska. Andrew John Steffensmeier has been in the industry since November 2013 and has been with the firm since October 2016. Andrew John Steffensmeier is registered with the state of Nebraska and has passed the Uniform Investment Adviser Law Examination. Andrew John Steffensmeier specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
11/09/2016 - Present
McMill CPA AND Advisors (NORFOLK NE)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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