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Milestone Financial Planning, LLC CRD 283439
$590M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-18 |
| NH | RA | APPROVED | 2016-08-29 |
Branch Locations
7B Emery Lane, Stratham, NH 03885 • United States
3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
433 Us 1 Unit 205, York, ME 03909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Financial Planning, Llc | Bedford | NH | 08/2016 | 12/2018 |
| U.S. Army Reserve | Newport | RI | 08/2016 | 07/2025 |
| Milestone Financial Planning, Llc | Bedford | NH | 01/2019 | 12/2020 |
| Milestone Financial Planning, Llc | Bedford | NH | 01/2021 | 04/2025 |
| Milestone Financial Planning, Llc | Stratham | NH | 05/2025 | Present |
| U.S. Army Reserve | Devens | MA | 08/2025 | Present |
1) INDEPENDENT TAX PREPARER; 0-5 TAX RETURNS A YEAR 2) U.S. ARMY RESERVE, CIVIL AFFAIRS OFFICER, NEWPORT, RI SINCE 08/2016, NOT INVESTMENT RELATED, 16 HRS/MO NOT DURING TRADING. 10 FULL DAYS (80 HRS) PER YEAR DURING TRADING.
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