Inactive

Robert Garland Armstrong

Milestone Investment Advisors, LLC

CRD 7368

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Employer firm

Milestone Investment Advisors, LLC CRD 168429

$878M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Milestone Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2015-08-18
MN	RA	APPROVED	2015-01-19
CA	RA	APPROVED	2014-08-19
FL	RA	APPROVED	2014-04-18
WI	RA	APPROVED	2013-07-11

WA RA
APPROVED

Since 2015-08-18
MN RA
APPROVED

Since 2015-01-19
CA RA
APPROVED

Since 2014-08-19
FL RA
APPROVED

Since 2014-04-18
WI RA
APPROVED

Since 2013-07-11

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

Organization	City	State	From	To
Milestone Investment Advisers Llc	Madison	WI	07/2013	Present

07/2013 → Present

Milestone Investment Advisers Llc

Madison, WI

Previous Registrations

1985-08-09 → 2007-06-14

Acs Investment Advisors Inc

Madison, WI

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1981-03-17

S63 Uniform Securities Agent State Law Examination

1981-03-17

Designations

Certified Financial Planner

Other Names

Bob Armstrong

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC

CANOPY WEALTH MANAGEMENT

Nearby Investors

JOHN-THOMAS PETREE

JAMES P SOLBERG

Nearby Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI

CANOPY WEALTH MANAGEMENT · MIDDLETON, WI

MORGAN STANLEY · Middleton, WI

More in Middleton, WI

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