Kokomo, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Milestone Asset Management, LLC
Team
Firm-wide stats for Milestone Asset Management, LLC
About
Milestone Asset Management, LLC provides discretionary asset management, financial planning (full and modular), and recommendations of third‑party advisers and sub‑advisers to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm discloses managing approximately $690.7 million in discretionary assets and implements services through model portfolios and sub‑advisory arrangements.
The firm combines tactical and strategic approaches and uses fundamental, technical, cyclical, and charting analysis to construct and rebalance portfolios, with managers deploying both internally developed models and third‑party model strategies. Milestone also offers broader planning services and client-facing technology, including consolidated performance reporting and a portal for real‑time account access.
Noteworthy distinctions in the brochure include formal affiliations and dual registrations: the firm uses multiple DBAs and discloses related insurance agencies and associated persons who are dually licensed and, in some cases, dually registered with other advisers. Milestone’s disclosures also emphasize use of derivatives and structured products (options, volatility-linked products, structured notes and RILA-type solutions) within managed strategies, reliance on multiple named sub‑advisers (e.g., AE Wealth, Foundations, Morningstar, First Trust), and participation of its personnel in educational programs and client workshops.
Based on Milestone Asset Management, LLC
Expertise
Based on Milestone Asset Management, LLC
Location
1825 Dogwood Court
Kokomo IN 46902
Advisors at this office
3
Advisors at this office
Jared F
Series 65
Kokomo, IN
Milestone Asset Management, LLC
Jared Foote is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at WealthPoint Advisors and New York Life. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs both tactical and strategic investment approaches, utilizing internally developed and third-party model portfolios, and offers client-facing technology including consolidated performance reporting and real-time account access.
Thomas H
Series 63, Series 65
Kokomo, IN
Milestone Asset Management, LLC
Thomas Hayes is a financial advisor at Milestone Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Alphastar Capital Management and Brookstone Capital Management. Hayes serves as a board member for the Prepare Institute, a nonprofit organization where he also teaches retirement classes. Milestone Asset Management provides discretionary asset management and financial planning to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in assets and employs a combination of tactical and strategic investment approaches using both proprietary and third-party model portfolios.
Thomas H
Series 65
Kokomo, IN
Milestone Asset Management, LLC
Thomas Hayes is a Series 65 credentialed financial advisor with Milestone Asset Management, LLC, based in Kokomo, IN. He has two years of industry experience and has held multiple roles at Milestone along with prior positions at the University of Tampa and other organizations. Milestone Asset Management, LLC offers discretionary asset management, financial planning, and third-party adviser recommendations to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches utilizing both proprietary and third-party models, and provides clients with technology solutions for real-time account access and comprehensive performance reporting.
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