National Retirement Planning Experts

National Coverage
Local Professionals

MILESTONE INVESTMENT ADVISORS, LLC

6702 Stonefield Road
Suite 201
Middleton, Wisconsin 53562
Tel: 608-826-5730

Need a Financial Advisor?
Compare Vetted Advisors

About MILESTONE INVESTMENT ADVISORS, LLC

MILESTONE INVESTMENT ADVISORS, LLC, formally registered with the SEC as MILESTONE INVESTMENT ADVISORS, LLC. The firm was established in 07/11/2013. They have over 1 offices throughout the country.

MILESTONE INVESTMENT ADVISORS, LLC is a Middleton, Wisconsin based Financial Planning firm with nearly $824,244,648 assets under management, offering retirement planning & investment advisory services to 1247 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168429
SEC#801-78337
Assets Managed by Firm$824,244,648
No. of Clients1247
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1247$824,244,648
Individuals (other than high net worth individuals)197$82,516,045
High net worth individuals205$674,468,694
Pension and profit sharing plans6$67,259,909

More Retirement Planning firms in Middleton, Wisconsin:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue
Milwaukee, WI, 53202-5391
$287,514,955,4533315004069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$281,345,911,20025260
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800
Milwaukee, WI, 53202
$151,331,807,781259503
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd
Madison, WI, 53705
$35,460,961,00035064
MASON STREET ADVISORS, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$28,558,864,1663114

Explore More Retirement Advisors in Middleton, Wisconsin