MILESTONE INVESTMENT ADVISORS, LLC
CRD #168429 SEC #801-78337 MIDDLETON, WI 608-826-5730
SEC Registered
Total AUM
$824.2M
Discretionary
$746.1M
Employees
8
Clients
101
Accounts
1,247
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | D | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | D | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| ARMSTRONG, ROBERT, GARLAND | I | MEMBER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| KAUPER, DANIEL, PETER | I | MEMBER/CHEIF INFORMATION SECURITY OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLAREY, ANGEL, CHOW | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Feb 4, 2025 REGISTERED
Notice Filings (11)
CA CO FL IL MN NC NY PA TX WA WI
Address
6702 STONEFIELD ROADSUITE 201
MIDDLETON, WI 53562
United States
Phone: 608-826-5730