Dylan Joseph Kautz
Investment adviser representative at Mcmill Cpa and Advisors
10 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
10 years in the industry.
- Mcmill Cpa and AdvisorsJun 2024 to now
- Full-time EducationMay 2023 to Jun 2024
- Cortrust BankMay 2021 to May 2023
- Elkhorn Valley BankJun 2020 to Aug 2021
- Full-time EducationJul 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8313576
- Firm CRD
- 129015