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Inactive

Katherine Grace Soucie

Milestone Financial Planning, LLC

Bedford, NH

Stratham, NH

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Current Employers
Milestone Financial Planning, Llc

3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-01-16
  • NH RA
    APPROVED
    Since 2026-01-16

Branch Locations

3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States

7B Emery Lane, Stratham, NH 03885 • 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
Milestone Financial Planning, Llc Stratham NH 06/2025 Present
Soucie & Company, Pc Dedham MA 06/2023 01/2025
Ron's Ice Cream & Bowling Dedham MA 05/2022 01/2025
Showcase Cinemas Dedham MA 07/2021 09/2021
Marshall's, Inc. Westwood MA 06/2020 08/2020
University Of New Hampshire Durham NH 08/2022 Present
Unemployed N/A XX 10/2021 04/2022
Unemployed N/A XX 09/2020 06/2021
Unemployed N/A XX 06/2015 05/2020
  • 06/2025 → Present
    Milestone Financial Planning, Llc
    Stratham, NH
  • 06/2023 → 01/2025
    Soucie & Company, Pc
    Dedham, MA
  • 05/2022 → 01/2025
    Ron's Ice Cream & Bowling
    Dedham, MA
  • 07/2021 → 09/2021
    Showcase Cinemas
    Dedham, MA
  • 06/2020 → 08/2020
    Marshall's, Inc.
    Westwood, MA
  • 08/2022 → Present
    University Of New Hampshire
    Durham, NH
  • 10/2021 → 04/2022
    Unemployed
    N/A, XX
  • 09/2020 → 06/2021
    Unemployed
    N/A, XX
  • 06/2015 → 05/2020
    Unemployed
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2026-01-16

View on SEC IAPD

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