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Kathryn Karen Lund-wilde

Kathryn K. Lund-wilde

MILESTONE FINANCIAL PLANNING
WESTFORD, MA
Some features on this profile are disabled
CRD#: 5119699
Kathryn Karen Lund-wilde

Professional summary

Kathryn Karen Lund-wilde, CFP®, who also goes by Kathryn K Lund, Kathryn Karen Lund, Kathryn K. Lund-wilde, is a registered financial advisor currently at MILESTONE FINANCIAL PLANNING, LLC located in Westford, Massachusetts.

Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kathryn has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Inheritance
Estate Planning
Retirement Income Management
Retirement Planning
Tax Planning
Employee and Employer Plan Ben...
Social Security Planning
Investment Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Kathryn K Lund | Kathryn Karen Lund | Kathryn K. Lund-Wilde

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.
1) KATHRYN K. LUND, CPA; THE BUSINESS IS NOT INVESTMENT RELATED (AFTER FORMATION OF MOSAIC FINANCIAL ADVISORS, LLC); ADDRESS: 6 CRUSADE ROAD, WESTFORD, MA 01886; CPA PRACTICE; SOLE PRACTITIONER/PRINCIPAL; IN BUSINESS SINCE 1990 AS A SOLE PROPRIETORSHIP; APPROX NUMBER OF HRS/MONTH IS 25, SOME OF WHICH MAY BE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE TAX PREPARATION AND NON-INVESTMENT-RELATED FINANCIAL SERVICES FOR SMALL BUSINESSES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Karen Lund-wilde'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: 2006

Experience

Current

October 20, 2021 - Present

MILESTONE FINANCIAL PLANNING, LLC

RIA
CRD#: 283439
WESTFORD, MA
Past

March 14, 2007 - January 28, 2022

MOSAIC FINANCIAL ADVISORS, LLC

RIA
CRD#: 143206
WESTFORD, MA
Past

March 31, 2006 - September 5, 2007

KATHRYN K. LUND, CPA

RIA
CRD#: 139147
WESTFORD, MA

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
MILESTONE FINANCIAL PLANNING, LLC
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
(10/20/2021)
IAR
Texas
(1/2/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/10/2005
Uniform Investment Adviser Law Examination

Current Firm

MILESTONE FINANCIAL PLANNING, LLC
MILESTONE FINANCIAL PLANNING, LLC
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
20

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,035
AUM (Assets Under Management)$ 486,717,369

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.

Company Information

MILESTONE FINANCIAL PLANNING, LLC

MILESTONE FINANCIAL PLANNING, LLC

CRD#: 283439Westford, MA

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