Randy Dippell

Milestone Money

1165 N Clark St #700

Chicago, IL 60610

312-815-8335

About Milestone Money

Retirement today is no longer an ending point, but rather a launching point. The reality is we are working much longer, living much longer, and gaining more sophisticated financial challenges along the way. At Milestone Money, we help clients adopt a more modern perspective to imagine a time where there is a lifecycle to retirement that includes three distinct phases, each with its own set of concerns and considerations.

See Disclosures

General Information

Firm Start Year

CRD#

4527425

Firm CRD#

319203

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management

Services

Investment Types

Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments

Can meet clients in the following ways

Your Office, Email, Video Conference, Your Home, Our Office, Phone

Compliance

Registered Investment Advisor

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RMA^® CRPC^® AIF^® CEPA^®

Securities Licenses

Series 66

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Flat Fee, Based on Assets

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1867256/retirementplanning-Milestone-Money-detailed-disclosure.html

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.