The Milestone Group, Inc.

The Milestone Group, Inc. (CRD# 106733) is a financial advisory firm headquartered in Denver, CO. They manage $1,945,001,396 in 1,946 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,945
    MILLION
  • Total Number of Accounts
    1,946
    ACCOUNTS
  • Average Account Value
    $999,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, CO, CT, FL, IL, LA, MI, NC, NE, NH, OH, SC, TX

Financial Advisors at The Milestone Group, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Andy L. Beasley
CRD#: 2961298
370 Seventeenth Street, Suite 3100, Denver, CO 80202
96
Wealthminder
score

Andy Beasley (CRD# 2961298) is an Investment Advisor Representative working at The Milestone Group, Inc. in Denver, CO and has over 18 years of experience in the finance industry.

2
Luisa O. Nemati
CRD#: 4023163
12221 Merit Dr, Suite 1400, Dallas, TX 75251
96
Wealthminder
score

Luisa Nemati (CRD# 4023163) is an Investment Advisor Representative working at The Milestone Group, Inc. in Dallas, TX and has over 18 years of experience in the finance industry. Luisa Nemati 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
Eric T. Koeplin
CRD#: 2240251
370 17th Street, Suite 3100, Denver, CO 80202
93
Wealthminder
score

Eric Koeplin (CRD# 2240251) is an Investment Advisor Representative working at The Milestone Group, Inc. in Denver, CO and has over 25 years of experience in the finance industry.

4
Reginaldo Sandoval
CRD#: 1933712
12221 Merit Dr, Suite 1400, Dallas, TX 75251
93
Wealthminder
score

Reginaldo Sandoval (CRD# 1933712) is an Investment Advisor Representative working at The Milestone Group, Inc. in Dallas, TX and has over 28 years of experience in the finance industry.

5
Daniel S. Sonnen
CRD#: 6105263
12221 Merit Drive, Suite 1400, Dallas, TX 75251
93
Wealthminder
score

Daniel Sonnen (CRD# 6105263) is an Investment Advisor Representative working at The Milestone Group, Inc. in Dallas, TX and has over 5 years of experience in the finance industry. Daniel Sonnen 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.

6
Richard E. Watson
CRD#: 1078648
370 17th Street, Suite 3100, Denver, CO 80202
93
Wealthminder
score

Richard Watson (CRD# 1078648) is an Investment Advisor Representative working at The Milestone Group, Inc. in Denver, CO and has over 15 years of experience in the finance industry.

7
Dana D. Williams
CRD#: 4619600
370 Seventeenth Street, Suite 3100, Denver, CO 80202
93
Wealthminder
score

Dana Williams (CRD# 4619600) is an Investment Advisor Representative working at The Milestone Group, Inc. in Denver, CO and has over 14 years of experience in the finance industry.

8
Anthony M. Coppola
CRD#: 5733228
370 Seventeenth Street, Suite 3100, Denver, CO 80202
90
Wealthminder
score

Anthony Coppola (CRD# 5733228) is an Investment Advisor Representative working at The Milestone Group, Inc. in Denver, CO and has 1 year of experience in the finance industry. Anthony Coppola 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.

9
Doug S. Morris
CRD#: 4627880
370 17th Street, Suite 3100, Denver, CO 80202
90
Wealthminder
score

Doug Morris (CRD# 4627880) is an Investment Advisor Representative working at The Milestone Group, Inc. in Denver, CO and has 1 year of experience in the finance industry. Doug Morris 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.

10
David C. Sego
CRD#: 4541939
12221 Merit Drive, Suite 1400, Dallas, TX 75251
90
Wealthminder
score

David Sego (CRD# 4541939) is an Investment Advisor Representative working at The Milestone Group, Inc. in Dallas, TX and has 1 year of experience in the finance industry. David Sego 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.