Kathryn
Lund-Wilde
Milestone Financial Planning, LLC
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About this Advisor
Kathryn Lund-Wilde is a financial advisor based in Westford, Massachusetts, working with Milestone Financial Planning, LLC. Kathryn has previously held positions at Milestone Financial Planning, LLC, Mosaic Financial Advisors, LLC, and Kathryn K. Lund, Cpa. Kathryn has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Kathryn is part of Milestone Financial Planning, LLC, which operates out of Westford, Massachusetts. The firm has 4 offices and 16 employees. The firm manages assets totaling $423.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Milestone Financial Planning, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Milestone Financial Planning, LLC Brokerage Details
$423,891,386
16
929
$456,288
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kathryn Lund-Wilde Work History
Milestone Financial Planning, LLC
Kathryn K. Lund, Cpa
Milestone Financial Planning, LLC
Mosaic Financial Advisors, LLC
Disclosures
Please visit the SEC profile of Kathryn Lund-Wilde to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Milestone Financial Planning, LLC
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
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