Angel McClarey, financial advisor Middleton WI

Angel McClarey

CRD Number: 2488991
Current Firm: Milestone Investment Advisors, LLC

Angel McClarey (CRD# 2488991) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 28 years of experience in the finance industry. Angel McClarey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Milestone Investment Advisers LLC Madison, WI Oct 2013 - Current 8
Shorewood Investment Advisors LLC Madison, WI May 2013 - Sep 2013 < 1
Johnson Bank Wealth Management Madison, WI May 2007 - Jun 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
Contact Info for Angel C. McClarey
Phone Number: 608-826-5730
Firm Website: http://milestoneia.com
Registered State(s):
  • CA
  • FL
  • MN
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    737
    MILLIONS
  • Total Number of Accounts
    1,179
    ACCOUNTS
  • Average Account Value
    $625,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CO, FL, MN, NC, NY, TX, WA, WI

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