Steven
Jacobsmeier
Milestone Financial Planning, LLC
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About this Advisor
Steven Jacobsmeier is a financial advisor based in Bedford, New Hampshire, working with Milestone Financial Planning, LLC. Steven has previously held positions at Heritage Financial Services, LLC, Milestone Financial Planning, LLC, Crestwood Advisors Group, LLC, and Origin Financial. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and New Hampshire. Currently, Steven is part of Milestone Financial Planning, LLC, which operates out of Bedford, New Hampshire. 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
Steven Jacobsmeier Work History
Milestone Financial Planning, LLC
Origin Financial
Crestwood Advisors Group, LLC
Heritage Financial Services, LLC
Disclosures
Please visit the SEC profile of Steven Jacobsmeier 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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