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Melissa Sue Holan

McMill CPA AND Advisors

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About Melissa Sue Holan

Melissa Sue Holan is a registered Investment Advisor Representative with McMill CPA AND Advisors, with a branch office in Norfolk, NE. Melissa has been in the industry since 2006. Melissa Holan holds a Series 65 license and is registered with Nebraska. Melissa is also a Certified Public Accountant. Melissa has a diverse client base which includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. McMill CPA AND Advisors provides a range of advisory services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals.

Firm Information

Melissa Holan is currently registered with McMill CPA AND Advisors. McMill CPA AND Advisors is a registered investment advisor based in Norfolk, Nebraska. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. McMill CPA AND Advisors manages approximately $640.91 million in assets for 3,896 clients.
McMill CPA AND Advisors

125 SOUTH 4TH STREET

NORFOLK, NE 68701

$640.91M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Melissa Holan’s Registration & Firm History

NE

12/12/2018 - Present

McMill CPA AND Advisors (NORFOLK NE)

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Licenses & Designations

IA

Issued 12/11/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Sue Holan.
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