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Robert Garland Armstrong

MILESTONE INVESTMENT ADVISORS, LLC·MIDDLETON, Wisconsin
Series 1, Series 24, Series 63Clean record41 years registeredMILESTONE INVESTMENT ADVISORS, LLC
6702 STONEFIELD ROAD, MIDDLETON, WI 53562CRD# 7368Firm CRD# 168429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Garland Armstrong · MIDDLETON, WI
Registration
CRD #7368 · MILESTONE INVESTMENT ADVISORS, LLC · 41 years registered
Brand Profile
Not yet started
01

Career History

MILESTONE INVESTMENT ADVISORS, LLC
Jul 2013 – present
ACS INVESTMENT ADVISORS INC
Aug 1985 – Jun 2007
MADISON, WI
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 24
Series 63
Registration record
First registered · August 9, 1985
Years registered · 41
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429 · SEC 801-78337
AUM
$783M
Regulatory assets under management
Employees
6
1,233 client accounts
Services offered by MILESTONE INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MILESTONE INVESTMENT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Robert Garland Armstrong offer?
Robert Garland Armstrong specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.
What are Robert Garland Armstrong's credentials?
Robert Garland Armstrong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Garland Armstrong located?
Robert Garland Armstrong 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 Robert Garland Armstrong charge for services?
Robert Garland Armstrong'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 at MILESTONE INVESTMENT ADVISORS, LLC

Daniel Peter Kauper
MIDDLETON, WI
Angel Chow Mcclarey
MIDDLETON, WI

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