Unclaimed
Clint Weeder is a registered Investment Advisor Representative with McMill CPA and Advisors in Norfolk, Nebraska. Clint is a Series 65 licensed professional with over 10 years of experience in the industry. Clint also manages various non-investment related businesses in the Norfolk area. Clint and McMill CPA and Advisors provide a range of services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals and publication of periodicals.
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
01/25/2016 - Present
McMill CPA AND Advisors (NORFOLK NE)
IA
Issued 01/23/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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