Milestone Investment Advisors, LLC

CRD 168429 · Middleton, WI · $877.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 168429
SEC number: 801-78337
Firm type: RIA
Assets under management: $877.6M as of May 12, 2026
Website: milestoneia.com ↗
Phone: 608-826-5730
Address: 6702 Stonefield Road, Middleton, WI, 53562

Advisors at this firm

7 in our index · page 1 of 1

Michael Edmund ArbetCRD 1463240 · Middleton, WI

IA Registered
Robert Garland ArmstrongCRD 7368 · Middleton, WI

IA Registered
Daniel Peter KauperCRD 1439147 · Middleton, WI

IA Registered
Angel Chow McclareyCRD 2488991 · Middleton, WI

IA Registered
Darrin Michael SharpCRD 4084080 · Middleton, WI

IA RegisteredRegistration inactive
David SolheimCRD 6604194 · Middleton, WI

IA RegisteredRegistration inactive
Jonathan Gregory WilsonCRD 6877847 · Middleton, WI

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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