Milestone Investment Advisors, LLC

Milestone Investment Advisors, LLC (CRD# 168429) is a financial advisory firm headquartered in Middleton, WI. They manage $357,000,000 in 1,015 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    1,015
    ACCOUNTS
  • Average Account Value
    $351,724
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MN, NY, WA, WI

Financial Advisors at Milestone Investment Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert G. Armstrong
CRD#: 7368
6702 Stonefield Road, Suite 201, Middleton, WI 53562
96
Wealthminder
score

Robert Armstrong (CRD# 7368) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 35 years of experience in the finance industry. Robert Armstrong 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.

2
Daniel P. Kauper
CRD#: 1439147
6702 Stonefield Road, Suite 201, Middleton, WI 53562
96
Wealthminder
score

Daniel Kauper (CRD# 1439147) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 30 years of experience in the finance industry. Daniel Kauper 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.

3
Angel C. McClarey
CRD#: 2488991
6702 Stonefield Road, Suite 201, Middleton, WI 53562
96
Wealthminder
score

Angel McClarey (CRD# 2488991) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 22 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.

4
Michael E. Arbet
CRD#: 1463240
6702 Stonefield Road, Suite 201, Middleton, WI 53562
93
Wealthminder
score

Michael Arbet (CRD# 1463240) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 30 years of experience in the finance industry.

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