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Daniel Peter Kauper

MILESTONE INVESTMENT ADVISORS, LLC·MIDDLETON, Wisconsin
Unclaimed Profile
6702 STONEFIELD ROAD, MIDDLETON, WI 53562CRD# 1439147Firm CRD# 168429
01

About

Daniel Peter Kauper is a registered financial advisor based in MIDDLETON, Wisconsin, affiliated with MILESTONE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MILESTONE INVESTMENT ADVISORS, LLC
MILESTONE INVESTMENT ADVISORS, LLC
AUM
$783M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MILESTONE INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1439147
Firm CRD# 168429
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Peter Kauper offer?
Daniel Peter Kauper specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.
What are Daniel Peter Kauper's credentials?
Daniel Peter Kauper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Peter Kauper located?
Daniel Peter Kauper is based in MIDDLETON, Wisconsin, working with MILESTONE INVESTMENT ADVISORS, LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.
How does Daniel Peter Kauper charge for services?
Daniel Peter Kauper's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILESTONE INVESTMENT ADVISORS, LLC?
MILESTONE INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDDLETON
Michael John Filbrandt — FILBRANDT WEALTH MANAGEMENT, LLCPatricia Jean Filbrandt — FILBRANDT WEALTH MANAGEMENT, LLCMilton Allen Jacobson — JACOBSON & SCHMITT ADVISORS, LLCJason Nordeen Schmitt — JACOBSON & SCHMITT ADVISORS, LLCLouise Paulson Googins — GOOGINS ADVISORS, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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