Best Investors Account Sign in
Inactive

Steven Lee Jacobsmeier

Milestone Financial Planning, LLC

York, ME

Bedford, NH

Claim This Profile
Current Employers
Milestone Financial Planning, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-08-13
MA RA APPROVED 2023-05-02
NH RA APPROVED 2023-02-23
  • ME RA
    APPROVED
    Since 2026-08-13
  • MA RA
    APPROVED
    Since 2023-05-02
  • NH RA
    APPROVED
    Since 2023-02-23

Branch Locations

433 Us 1 Unit 205, York, ME 03909 • United States

3 Executive Park Drive Suite 200, Bedford, NH 03110 • 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
Heritage Financial Services, Llc. Westwood MA 03/2005 11/2016
Crestwood Advisors Group, Llc Boston MA 04/2017 06/2021
Unemployed Westford MA 12/2016 03/2017
Origin Financial San Francisco CA 12/2021 02/2023
Unemployed Westford MA 06/2021 11/2021
Milestone Financial Planning, Llc Bedford NH 02/2023 Present
  • 03/2005 → 11/2016
    Heritage Financial Services, Llc.
    Westwood, MA
  • 04/2017 → 06/2021
    Crestwood Advisors Group, Llc
    Boston, MA
  • 12/2016 → 03/2017
    Unemployed
    Westford, MA
  • 12/2021 → 02/2023
    Origin Financial
    San Francisco, CA
  • 06/2021 → 11/2021
    Unemployed
    Westford, MA
  • 02/2023 → Present
    Milestone Financial Planning, Llc
    Bedford, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-12
S63 Uniform Securities Agent State Law Examination 1999-02-03
  • S65 Uniform Investment Adviser Law Examination
    1999-02-12
  • S63 Uniform Securities Agent State Law Examination
    1999-02-03
Designations

View on SEC IAPD

More in York, ME

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor