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Daniel Benjamin Koppel

Daniel B. Koppel

MILESTONE FINANCIAL PLANNING
Bedford, NH 03110
Some features on this profile are disabled
CRD#: 5449216
Daniel Benjamin Koppel

Professional summary

Daniel Benjamin Koppel, CFP®, who also goes by Daniel Koppel, is a registered financial advisor currently at MILESTONE FINANCIAL PLANNING, LLC located in Bedford, New Hampshire.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Koppel

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. Linekin Bay Resort; Not Investment Related; 92 Wall Point Road, Boothbay Harbor, ME. 04538; Resort; Sailing Instructor; 6/22/2024; 20 hr/month; Take guests sailing and Provide basic instruction. 2. DANIEL KOPPEL WORKS AS A TAX PREPARER AT JENNIFER L. CLIMO CPA PC. MR. KOPPEL ASSISTS IN PREPARING TAX RETURNS FOR INDIVIDUALS AND TRUSTS. ROUGHLY 10 HOURS PER MONTH OF MR. KOPPEL'S TIME IS SPENT TOWARDS THIS BUSINESS. MR. KOPPEL DOES NOT RECEIVE COMPENSATION FOR THIS WORK. THIS BUSINESS IS NOT INVESTMENT-RELATED. THIS BUSINESS IS LOCATED AT 68 SANDSTONE DRIVE, BEDFORD, NH 03110.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Benjamin Koppel'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: 2010

Experience

Current

February 5, 2024 - Present

MILESTONE FINANCIAL PLANNING, LLC

Office #1: 3 Executive Park Drive Suite 200, Bedford, NH 03110
RIA
CRD#: 283439
Bedford, NH
Past

March 25, 2017 - February 6, 2024

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WAKEFIELD, MA
Past

August 20, 2014 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
BOSTON, MA
Past

June 11, 2009 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WAKEFIELD, MA
Past

January 3, 2008 - January 29, 2008

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, 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
(2/7/2024)
IAR
New Hampshire
(2/5/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/2/2008
General Securities Representative 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#: 283439Bedford, NH 03110

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