Robert G. Armstrong

MILESTONE INVESTMENT ADVISORS

Middleton, WI 53562

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CRD#: 7368

Professional summary

Robert Garland Armstrong, CFP®, who also goes by Bob Armstrong, is a registered financial advisor currently at MILESTONE INVESTMENT ADVISORS, LLC located in Middleton, Wisconsin.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Robert has worked at 7 firms and has passed the Series 63, Series 1 and Series 24 exams.

Question & Answer

What are your service offerings?

Estate Planning

Investment Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Bob Armstrong

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Garland Armstrong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

July 11, 2013 - Present

MILESTONE INVESTMENT ADVISORS, LLC

Office #1: 6702 Stonefield Road Suite 201, Middleton, WI 53562

RIA

CRD#: 168429

Middleton, WI

Past

August 21, 1985 - February 23, 2010

ACS SECURITIES CORP.

CRD#: 16606

MADISON, WI

Past

August 9, 1985 - June 14, 2007

ACS INVESTMENT ADVISORS INC

RIA

CRD#: 106061

MADISON, WI

Past

July 25, 1979 - August 13, 1985

CHARTER SECURITIES CORPORATION

CRD#: 7062

Past

February 17, 1976 - May 16, 1985

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

Past

October 18, 1971 - August 30, 1979

FPC SECURITIES CORPORATION

CRD#: 5970

Past

December 1, 1970 - November 27, 1971

THE INVESTAMERICA GROUP INC.

CRD#: 432

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILESTONE INVESTMENT ADVISORS, LLC

CRD#: 168429 / SEC#: 801-78337

RIA

Registered Investment Advisory firm - (7/11/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/19/2014)

IAR

Florida
(4/18/2014)

IAR

Minnesota
(1/19/2015)

IAR

Washington
(8/18/2015)

IAR

Wisconsin
(7/11/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/17/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 11/20/1970

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/16/1982

General Securities Principal Examination

Current Firm

MILESTONE INVESTMENT ADVISORS, LLC

CRD#: 168429 / SEC#: 801-78337

RIA

Registered Investment Advisory firm - (7/11/2013 Approved)

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Contact information

Main Address

6702 Stonefield Road Suite 201, Middleton, WI 53562

Mailing Address

Phone number

(608) 826-5730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts	1,247
AUM (Assets Under Management)	$ 824,244,648

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert G. Armstrong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Garland Armstrong's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACS SECURITIES CORP.

ACS INVESTMENT ADVISORS INC

CHARTER SECURITIES CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, INC.

FPC SECURITIES CORPORATION

THE INVESTAMERICA GROUP INC.

Primary Firm SEC Registration

MILESTONE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/17/1981

Series 1

Date: 11/20/1970

Series 24

Date: 6/16/1982

Current Firm

MILESTONE INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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