Milestone Investment Advisors, LLC

Milestone Investment Advisors, LLC (CRD# 168429) is a financial advisory firm headquartered in Middleton, WI. They manage $681,062,445 in 1,202 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    681
    MILLION
  • Total Number of Accounts
    1,202
    ACCOUNTS
  • Average Account Value
    $566,608
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, 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 37 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 42 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.

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. 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.

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. 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.

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. Joel Sauer 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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