Milestone Investment Advisors, LLC

David Solheim is a financial advisor at Milestone Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LPL Financial, CUNA Brokerage Services, and CUNA Mutual Group. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, and business entities. The firm uses an individualized asset-allocation model combined with fundamental and technical analysis, offering a range of investment options including specialized instruments and facilitates outside managers for larger portfolios.

Daniel Kauper is a CFP® with 32 years of industry experience and has been with Milestone Investment Advisors, LLC since 2013. He holds the Series 63 and Series 65 licenses and is based in Middleton, WI. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan services to individuals, high-net-worth households, charities, and business entities. The firm uses a combination of fundamental and technical analysis and offers access to specialized investment instruments, managing approximately $824 million for around 400 clients.

Angel Mcclarey is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. She has been with Milestone Investment Advisers LLC since 2013. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, and business entities. The firm employs a combination of fundamental and technical analysis and offers access to specialized investment instruments alongside traditional portfolios.

Jonathan Wilson is a CFP® with eight years of industry experience, currently serving at Milestone Investment Advisors, LLC. His prior roles include positions at Northwestern Mutual Investment Services, Steven Penn, Ameriprise, and Edward Jones. He is also an independent insurance agent based in Middleton, WI. Milestone Investment Advisors is a team-based SEC-registered adviser managing approximately $878 million for individual and high-net-worth investors, as well as retirement plan sponsors. The firm uses a written investment policy and individualized asset-allocation models to implement portfolios employing fundamental and technical analysis, and offers discretionary management alongside specialized 401(k) plan consulting.

Michael Arbet is a financial advisor at Milestone Investment Advisors, LLC with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Milestone since 2015. Milestone Investment Advisors is a seven-advisor team managing approximately $878 million for individual and high-net-worth investors as well as retirement plan sponsors. The firm offers discretionary portfolio management, financial consulting, and 401(k) plan services, employing a written investment policy and individualized asset-allocation models with a blend of fundamental and technical analysis.

Robert Armstrong is a CFP® professional with 35 years of industry experience. He has been with Milestone Investment Advisors, LLC since 2013, where he works as part of a seven-advisor team. Milestone Investment Advisors is a team-based SEC-registered firm managing approximately $878 million for individuals, high-net-worth investors, and retirement plan sponsors. The firm employs a combination of fundamental and technical analysis to implement portfolios tailored by written investment policies and individualized asset-allocation models.

Darrin Sharp is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He currently works at Milestone Investment Advisors, LLC and has previously held positions at Northwestern Mutual and Ameriprise. Milestone Investment Advisors is a seven-advisor team managing approximately $878 million for individual and high-net-worth clients as well as retirement plan sponsors. The firm employs a written investment policy and individualized asset-allocation models, utilizing a combination of fundamental and technical analysis to manage portfolios that may include mutual funds, ETFs, and other investment vehicles.