Carter Matthew Faltys
Investment adviser representative at Mcmill Cpa and Advisors
15 yearsExperience
1 stateRegistered in
$862.3MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Mcmill Cpa and AdvisorsMay 2023 to now
- Nebraska Wesleyan UniversityAug 2019 to now
- Jetsplash Car WashMay 2022 to May 2023
- Elkhorn Valley BankNov 2020 to Aug 2021
- Norfolk Parks & RecreationMay 2020 to Aug 2020
- UnemployedMay 2019 to Aug 2019
- Norfolk Catholic SchoolJan 2011 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
Mcmill Cpa and Advisors
Legal name: Mcmill Wealth Inc
$862.3MAssets managed
5,656Clients
16Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7660031
- Firm CRD
- 129015