Milestone Investment Advisors, LLC

David Solheim is a financial advisor at Milestone Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LPL Financial, CUNA Brokerage Services, and CUNA Mutual Group. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, and business entities. The firm uses an individualized asset-allocation model combined with fundamental and technical analysis, offering a range of investment options including specialized instruments and facilitates outside managers for larger portfolios.

Daniel Kauper is a CFP® with 32 years of industry experience and has been with Milestone Investment Advisors, LLC since 2013. He holds the Series 63 and Series 65 licenses and is based in Middleton, WI. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan services to individuals, high-net-worth households, charities, and business entities. The firm uses a combination of fundamental and technical analysis and offers access to specialized investment instruments, managing approximately $824 million for around 400 clients.

Angel Mcclarey is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. She has been with Milestone Investment Advisers LLC since 2013. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, and business entities. The firm employs a combination of fundamental and technical analysis and offers access to specialized investment instruments alongside traditional portfolios.

Jonathan Wilson is a CFP® professional with seven years of industry experience, currently serving at Milestone Investment Advisors, LLC since 2024. He previously worked at Northwestern Mutual Investment Services LLC and Ameriprise Financial Services, among other firms. Wilson is also an independent insurance agent based in Middleton, WI. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan services to individuals, high-net-worth households, charities, and business entities. The firm employs a mix of fundamental and technical analysis and offers access to specialized investment instruments, serving approximately 400 clients with about $824 million in assets under management.

Michael Arbet is a financial advisor with Milestone Investment Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 10 years of industry experience. He has been with Milestone since 2015. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, pension and profit-sharing plans, and business entities. The firm manages approximately $824 million for around 400 clients, using individualized asset-allocation models and a mix of fundamental and technical analysis across various investment vehicles, including less-liquid and specialized instruments.

Robert Armstrong is a CFP® with 34 years of industry experience and has been with Milestone Investment Advisors, LLC since 2013. He is based in Middleton, WI and holds a Series 63 license. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, and business entities. The firm uses a combination of fundamental and technical analysis, employing both pooled funds and separate account managers, and offers access to specialized investment instruments alongside regular portfolio reviews and participant education.

Darrin Sharp is a financial advisor at Milestone Investment Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company and Ameriprise. Milestone Investment Advisors provides discretionary portfolio management, financial consulting, and retirement-plan consulting to individuals, high-net-worth households, charities, and business entities. The firm employs an individualized asset-allocation model and combines fundamental and technical analysis to manage approximately $824 million across 400 clients.