MILESTONE FINANCIAL PLANNING, LLC of BEDFORD, NH is an SEC-registered investment adviser (CRD 283439). Regulatory assets under management: $590.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jennifer Lise Climo | MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Jonathan Christian Harrington | MANAGER; TRUSTEE | — |
| Jane Rosa | TRUSTEE | — |
| Kyle Christopher Labelle | MANAGER | — |
| FULLERTON JEAN | MANAGER | — |
| DAVIDSON JENNIFER LISE | MANAGER, CHIEF COMPLIANCE OFFICER | — |
| CLIMO JENNIFER LISE | MANAGER, CHIEF COMPLIANCE OFFICER; MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Harrington Jonathan Christian | MANAGER; TRUSTEE | — |
| LUND-WILDE KATHRYN KAREN | MANAGER; TRUSTEE | — |
| Rosa Jane | TRUSTEE | — |
| Wilde Eric | TRUSTEE | — |
| WILDE ERIC CARL | TRUSTEE | — |