A complete list of active advisors currently associated with Milestone Investment Advisors, LLC

Warmer can help you find a great advisor at Milestone Investment Advisors, LLC or one who fits your needs even better.

Milestone Investment Advisors is a team-based SEC-registered investment adviser managing about $878 million for roughly 408 clients with a seven-advisor team. The firm serves individual and high-net-worth investors as well as retirement plan sponsors, offering discretionary portfolio management, project-based financial consulting, and 401(k) plan consulting. Milestone begins client relationships with a written investment policy and individualized asset-allocation model, then implements portfolios using a mix of fundamental and technical analysis. Portfolios commonly include mutual funds and ETFs but may also use interval funds, REITs, structured notes, annuities, and separately managed accounts; clients may impose investment restrictions and the firm monitors accounts regularly. Compared with many peers, Milestone formally coordinates the selection and oversight of third‑party separate account managers for very large portfolios (generally above a $3–5 million threshold) and provides detailed 401(k) plan services including participant education and semiannual plan reviews. The firm reports a large majority of its assets as discretionary while retaining some non‑discretionary holdings, staffs multiple CFP‑credentialed professionals, and operates with custodial relationships (and related practice‑management benefits) rather than taking full custody.

To learn more about the advisors currently working at Milestone Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Arbet	Middleton, WI	11
Robert Armstrong	Middleton, WI	35
Daniel Kauper	Middleton, WI	32
Angel Mcclarey	Middleton, WI	19
Darrin Sharp	Middleton, WI	26
David Solheim	Middleton, WI	10
Jonathan Wilson	Middleton, WI	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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