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David Solheim

Milestone Investment Advisors, LLC

Middleton, WI

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Current Employers
Milestone Investment Advisors, Llc

6702 Stonefield Road Suite 201, Middleton, WI 53562 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-05-13
  • WI RA
    APPROVED
    Since 2024-05-13

Branch Locations

6702 Stonefield Road Suite 201, Middleton, WI 53562 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc. Fitchburg IA 05/2016 01/2023
Cuna Mutual Group Fitchburg IA 01/2016 01/2023
Lpl Financial Llc Monona WI 05/2022 02/2023
Wells Fargo Advisors Financial Network, Llc Middleton WI 02/2023 Present
Milestone Investment Advisors, Llc Middleton WI 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-17
  • S66 Uniform Combined State Law Examination
    2016-08-17
Designations

View on SEC IAPD

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Other Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI

More in Middleton, WI

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