Sherri Prim, CFP®/Wealth Manager/Investment Advisor at McMill CPAs & Advisors

Sherri Prim

CFP®/Wealth Manager/Investment Advisor at McMill CPAs & Advisors | Norfolk, Nebraska, United States

Profile last verified July 2026
Investment Management Verified Profile Norfolk, Nebraska, United States College for Financial Planning
Verified

Personal Email

***@hotmail.com

Personal • High Confidence

Phone Number

276*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Sherri Prim Socials
Sherri Prim Work Experience

CFP®/Wealth Manager/Investment Advisor at McMill CPAs & Advisors in January 2002 - Present

Wealth Manager at Christensen Associates, P.C. in January 2002 - January 2002

Assistant Manager at Enterprise Rent a Car in January 1995 - January 1998

Sherri Prim Education

College for Financial Planning, August 2026

University of Nebraska-Lincoln, Bachelor of Arts (BA), August 1990 to August 1994

Norfolk Catholic High School, August 1986 to August 1989

Sherri Prim Skills
Asset Allocation Retirement Planning Investments Strategic Financial Planning Retirement Management Wealth Management Estate Planning Portfolio Management Asset Management Investment Advisory Investment Strategies Investment Management Series 63 Mutual Funds Series 7 Financial Planning Public Speaking Customer Service Leadership
About Sherri Prim’s Current Company
McMill CPAs & Advisors

McMill CPAs & Advisors provides clients the convenience and effectiveness of combining wealth management, tax, accounting, and business consulting services under one roof with a coordinated team of trusted, experienced advisors ready to work alongside you to help you achieve your goals. Investment Services provided by McMill Wealth Inc., a Registered Investment Advisor.

Discover more about McMill CPAs & Advisors
Sherri Prim’s Colleagues
Jared Faltys

Jared Faltys

Norfolk, Nebraska, United States

Partner of Retirement Plan Consultants LLC and McMill CPAs & Advisors

Our firm is committed to the success of our clients, our business partners and employees. We are a CPA alliance, of which, we have numerous staff dealing with employee benefit plans. We have been practicing in the employee benefit arena since our business began. With the incre...

Clint Weeder

Clint Weeder

Norfolk, Nebraska, United States

Managing Partner at McMill CPAs & Advisors

McMill CPAs & Advisors provides clients the convenience and effectiveness of combining wealth management, tax, accounting, and business consulting services under one roof with a coordinated team of trusted, experienced advisors ready to work alongside you to help you achieve y...

Jacob Harney

Jacob Harney

Norfolk, Nebraska, United States

Senior Audit Manager at McMill CPAs & Advisors

Senior Manager - Audit at McMill CPAs & Advisors
(Nov 2025 – Present)

Mckenna Beckman

Mckenna Beckman

Norfolk, Nebraska, United States

Accountant

Accountant & Investment Advisor Representative at McMill CPAs & Advisors
(Jun 2019 – Present)

Andrew Steffensmeier

Andrew Steffensmeier

Norfolk, Nebraska, United States

Tax Associate at McMill CPAs & Advisors

Tax Manager at McMill CPAs & Advisors
(Jan 2021 – Present)

Wyatt Diedrichsen

Wyatt Diedrichsen

Lincoln, Nebraska, United States

Accountant at McMill CPAs & Advisors

Accountant at McMill CPAs & Advisors
(Sep 2025 – Present)

Search similar profiles
Frequently asked questions about Sherri Prim

What is Sherri Prim Cfp(r) email address?

Email Sherri Prim Cfp(r) at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Sherri Prim Cfp(r)'s email found in 2026.

What is Sherri Prim Cfp(r) phone number?

Sherri Prim Cfp(r) phone number is 2767553975.

How to contact Sherri Prim Cfp(r)?

To contact Sherri Prim Cfp(r) send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Sherri Prim Cfp(r) try calling on 2767553975. (updated on July 2026)

What company does Sherri Prim work for?

Sherri Prim works for McMill CPAs & Advisors.

What is Sherri Prim's role at McMill CPAs & Advisors?

Sherri Prim is CFP®/Wealth Manager/Investment Advisor

What industry does Sherri Prim work in?

Sherri Prim works in the Investment Management industry.

Find anyone, anywhere
with ContactOut today

Making remote or global hires? Connecting
with key decision-makers? We can help.

  • 40 emails / month
  • 3 phone numbers / month
  • Works on standard LinkedIn only
  • Work emails, personal emails,
    mobile numbers
* 1 user per company limit

No credit card required

Try ContactOut for Free