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Robert G. Armstrong

MILESTONE INVESTMENT ADVISORS
Middleton, WI 53562
Some features on this profile are disabled
CRD#: 7368
RA

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.

BD
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

BD
CRD#: 7062
Past

February 17, 1976 - May 16, 1985

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
Past

October 18, 1971 - August 30, 1979

FPC SECURITIES CORPORATION

BD
CRD#: 5970
Past

December 1, 1970 - November 27, 1971

THE INVESTAMERICA GROUP INC.

BD
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".
MI
MILESTONE INVESTMENT ADVISORS, LLC
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)

Exams

State Security Law Exam
RR
Series 63
Date: 3/17/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 11/20/1970
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/16/1982
General Securities Principal Examination

Current Firm

MI
MILESTONE INVESTMENT ADVISORS, LLC
MILESTONE INVESTMENT ADVISORS, LLC

CRD#: 168429 / SEC#: 801-78337

RIA
Registered Investment Advisory firm - (7/11/2013 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
7

SEC notice filing (11 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

ADV PART 2A (3/11/2026)

Regulatory assets under management

Total Number of Accounts1,264
AUM (Assets Under Management)$ 877,604,545

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 INVESTMENT ADVISORS, LLC

CRD#: 168429Middleton, WI 53562

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