Milestone Investment Advisors, LLC

Milestone Investment Advisors, LLC (CRD# 168429) is a financial advisory firm headquartered in Middleton, WI. They manage $782,575,998 in 1,233 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    783
    MILLION
  • Total Number of Accounts
    1,233
    ACCOUNTS
  • Average Account Value
    $634,693
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Milestone Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael E. Arbet
CRD#: 1463240
6702 Stonefield Road, Suite 201, Middleton, WI 53562

Michael Arbet (CRD# 1463240) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 38 years of experience in the finance industry.

2
Robert G. Armstrong
CRD#: 7368
6702 Stonefield Road, Suite 201, Middleton, WI 53562

Robert Armstrong (CRD# 7368) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 43 years of experience in the finance industry.

3
Daniel P. Kauper
CRD#: 1439147
6702 Stonefield Road, Suite 201, Middleton, WI 53562

Daniel Kauper (CRD# 1439147) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 38 years of experience in the finance industry.

4
Angel C. McClarey
CRD#: 2488991
6702 Stonefield Road, Suite 201, Middleton, WI 53562

Angel McClarey (CRD# 2488991) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 29 years of experience in the finance industry.

5
Joel T. Sauer
CRD#: 5966516
6702 Stonefield Road, Suite 201, Middleton, WI 53562

Joel Sauer (CRD# 5966516) is an Investment Advisor Representative working at Milestone Investment Advisors, LLC in Middleton, WI and has over 12 years of experience in the finance industry.

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