MILESTONE FINANCIAL PLANNING, LLC
CRD #283439 SEC #801-107645 BEDFORD, NH 603-589-8010
SEC Registered
Total AUM
$486.7M
Discretionary
$486.7M
Employees
20
Clients
101
Accounts
1,035
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Harrington, Jonathan, Christian | I | MANAGER | NA | Control |
| Harrington, Jonathan, Christian | I | MANAGER | NA | Control |
| Harrington, Jonathan, Christian | I | MANAGER | NA | Control |
| Harrington, Jonathan, Christian | I | MANAGER | NA | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | NA | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | NA | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | NA | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIDSON, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIDSON, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIDSON, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIDSON, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIDSON, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIDSON, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIDSON, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIDSON, JENNIFER, LISE | I | MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| FULLERTON, JEAN | I | MANAGER | D | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CLIMO, JENNIFER, LISE | I | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| GRANITE FIELDS REVOCABLE TRUST | DE | MEMBER | C | Control |
| GRANITE FIELDS REVOCABLE TRUST | DE | MEMBER | C | Control |
| GRANITE FIELDS REVOCABLE TRUST | DE | MEMBER | C | Control |
| GRANITE FIELDS REVOCABLE TRUST | DE | MEMBER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| Harrington, Jonathan, Christian | I | MANAGER | C | Control |
| JENNIFER L CLIMO CONTINUING TRUST | DE | MEMBER | C | Control |
| FULLERTON, JEAN | I | MANAGER | B | Control |
| FULLERTON, JEAN | I | MANAGER | B | Control |
| FULLERTON, JEAN | I | MANAGER | B | Control |
| FULLERTON, JEAN | I | MANAGER | B | Control |
| FULLERTON, JEAN | I | MANAGER | B | Control |
| FULLERTON, JEAN | I | MANAGER | B | Control |
| KATHRYN K. LUND FAMILY TRUST | DE | MEMBER | B | Control |
| KATHRYN K. LUND FAMILY TRUST | DE | MEMBER | B | Control |
| KATHRYN K. LUND FAMILY TRUST | DE | MEMBER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LUND-WILDE, KATHRYN, KAREN | I | MANAGER | B | Control |
| LABELLE, KYLE, CHRISTOPHER | I | MANAGER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Harrington, Jonathan, Christian | I | GRANITE FIELDS REVOCABLE TRUST | F | Control |
| Harrington, Jonathan, Christian | I | GRANITE FIELDS REVOCABLE TRUST | F | Control |
| Harrington, Jonathan, Christian | I | GRANITE FIELDS REVOCABLE TRUST | F | Control |
| LUND-WILDE, KATHRYN, KAREN | I | KATHRYN K. LUND FAMILY TRUST | F | Control |
| LUND-WILDE, KATHRYN, KAREN | I | KATHRYN K. LUND FAMILY TRUST | F | Control |
| LUND-WILDE, KATHRYN, KAREN | I | KATHRYN K. LUND FAMILY TRUST | F | Control |
| Rosa, Jane | I | GRANITE FIELDS REVOCABLE TRUST | F | |
| Rosa, Jane | I | GRANITE FIELDS REVOCABLE TRUST | F | |
| Rosa, Jane | I | GRANITE FIELDS REVOCABLE TRUST | F | |
| WILDE, ERIC, CARL | I | KATHRYN K. LUND FAMILY TRUST | F | |
| WILDE, ERIC, CARL | I | KATHRYN K. LUND FAMILY TRUST | F | |
| Wilde, Eric | I | KATHRYN K. LUND FAMILY TRUST | F |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (12)
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Address
3 EXECUTIVE PARK DRIVESUITE 200
BEDFORD, NH 03110
United States
Phone: 603-589-8010