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Robert Garland Armstrong

Milestone Investment Advisors, LLC

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About Robert Garland Armstrong

Robert Garland Armstrong is a financial advisor with over 30 years of experience in the financial services industry. Robert is a Certified Financial Planner, and is currently registered with Milestone Investment Advisors, LLC, where Robert has been employed since July of 2013. Robert has also been employed at several other financial institutions, including Charter Securities Corporation and ACS Securities Corp. Robert specializes in providing financial planning and portfolio management services to high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. Robert has also worked with 6702 Stonefield Road clients, a firm that provides financial services, since July 2013.

Firm Information

Robert Armstrong is currently registered with Milestone Investment Advisors, LLC. Milestone Investment Advisors, LLC is an investment advisory firm located in Middleton, WI. The firm offers financial planning, pension consulting, and portfolio management services to individuals and businesses. The firm has approximately $824 million in assets under management, including $674 million for high-net-worth individuals and $67 million for pension and profit-sharing plans.
Milestone Investment Advisors, LLC

6702 STONEFIELD ROAD

MIDDLETON, WI 53562

$824.24M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Armstrong’s Registration & Firm History

WI

07/11/2013 - Present

Milestone Investment Advisors, LLC (MIDDLETON WI)

WI

08/21/1985 - 02/23/2010

ACS SECURITIES CORP. (MADISON WI)

NA

07/25/1979 - 08/13/1985

CHARTER SECURITIES CORPORATION

NA

02/17/1976 - 05/16/1985

TRANSAMERICA FINANCIAL RESOURCES, INC.

NA

10/18/1971 - 08/30/1979

FPC SECURITIES CORPORATION

NA

12/01/1970 - 11/27/1971

THE INVESTAMERICA GROUP INC.

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Licenses & Designations

BC

Issued 03/17/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/1982

Series 24 - General Securities Principal Examination

BC

Issued 11/20/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Garland Armstrong.
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