Steven L. Jacobsmeier

MILESTONE FINANCIAL PLANNING

Bedford, NH 03110

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CRD#: 3163147

Professional summary

Steven Lee Jacobsmeier, CFP®, ChFC®, CLU® is a registered financial advisor currently at MILESTONE FINANCIAL PLANNING, LLC located in Bedford, New Hampshire.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Steven has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Steven Lee Jacobsmeier'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: 2003

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

February 23, 2023 - Present

MILESTONE FINANCIAL PLANNING, LLC

Office #1: 3 Executive Park Drive Suite 200, Bedford, NH 03110

RIA

CRD#: 283439

Bedford, NH

Past

March 8, 2022 - March 8, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

Westford, MA

Past

May 23, 2017 - July 6, 2021

CRESTWOOD ADVISORS

RIA

CRD#: 286243

BOSTON, MA

Past

April 21, 2005 - November 9, 2016

HERITAGE FINANCIAL SERVICES

RIA

CRD#: 127268

WESTWOOD, MA

Past

March 18, 2005 - March 22, 2005

FINANCIAL FOUNDATIONS, INC.

RIA

CRD#: 129212

FRAMINGHAM, MA

Past

February 15, 2001 - July 2, 2009

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

NORWOOD, MA

Past

December 13, 1999 - July 2, 2009

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

NORWOOD, MA

Past

January 26, 1999 - September 8, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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 FINANCIAL PLANNING, LLC

CRD#: 283439 / SEC#: 801-107645

RIA

Registered Investment Advisory firm - (4/22/2016 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

Massachusetts
(5/2/2023)

IAR

New Hampshire
(2/23/2023)

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

IAR

Series 65

Date: 2/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/25/1999

General Securities Representative Examination

Current Firm

MILESTONE FINANCIAL PLANNING, LLC

CRD#: 283439 / SEC#: 801-107645

RIA

Registered Investment Advisory firm - (4/22/2016 Approved)

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Contact information

Main Address

3 Executive Park Drive Suite 200, Bedford, NH 03110

Mailing Address

3 Executive Park Drive Suite 200, Bedford, NH 03110

Phone number

(603) 589-8010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILESTONE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/14/2025)

Regulatory assets under management

Total Number of Accounts	1,035
AUM (Assets Under Management)	$ 486,717,369

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Steven L. Jacobsmeier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Lee Jacobsmeier's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

CRESTWOOD ADVISORS

HERITAGE FINANCIAL SERVICES

FINANCIAL FOUNDATIONS, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

MILESTONE FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/1999

Series 63

Date: 2/3/1999

Series 7

Date: 1/25/1999

Current Firm

MILESTONE FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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