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Kathryn Karen Lund-Wilde

MILESTONE FINANCIAL PLANNING, LLC·BEDFORD, New Hampshire
Series 65Clean record20 years registeredMILESTONE FINANCIAL PLANNING, LLC
3 EXECUTIVE PARK DRIVE, BEDFORD, NH 03110CRD# 5119699Firm CRD# 283439

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Karen Lund-Wilde · BEDFORD, NH
Registration
CRD #5119699 · MILESTONE FINANCIAL PLANNING, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MILESTONE FINANCIAL PLANNING, LLC
Oct 2021 – present
MOSAIC FINANCIAL ADVISORS, LLC
Mar 2007 – Jan 2022
WESTFORD, MA
KATHRYN K. LUND, CPA
Mar 2006 – Sep 2007
WESTFORD, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 31, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILESTONE FINANCIAL PLANNING, LLC
CRD 283439 · SEC 801-107645
AUM
$424M
Regulatory assets under management
Employees
16
929 client accounts
Services offered by MILESTONE FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MILESTONE FINANCIAL PLANNING, LLC →
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05

Frequently Asked Questions

What services does Kathryn Karen Lund-Wilde offer?
Kathryn Karen Lund-Wilde specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Kathryn Karen Lund-Wilde's credentials?
Kathryn Karen Lund-Wilde is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Karen Lund-Wilde located?
Kathryn Karen Lund-Wilde is based in BEDFORD, New Hampshire, working with MILESTONE FINANCIAL PLANNING, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Kathryn Karen Lund-Wilde charge for services?
Kathryn Karen Lund-Wilde's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILESTONE FINANCIAL PLANNING, LLC?
MILESTONE FINANCIAL PLANNING, LLC has approximately 16 employees and manages $424M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MILESTONE FINANCIAL PLANNING, LLC

Jean Fullerton
BEDFORD, NH
Jonathan Christian Harrington
BEDFORD, NH
Jennifer Lise Climo
BEDFORD, NH

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