Daniel Peter Kauper
Investment adviser representative at Milestone Investment Advisors, LLC
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$877.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Milestone Investment Advisors, LLCJul 2013 to now
- Milestone Investment Advisers LLCJul 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, MN, WI).
Milestone Investment Advisors, LLC
$877.6MAssets managed
414Clients
7Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1439147
- Firm CRD
- 168429