Steven Lee Jacobsmeier
Investment adviser representative at Milestone Financial Planning, LLC
21 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$590.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Milestone Financial Planning, LLCFeb 2023 to now
- Origin FinancialDec 2021 to Feb 2023
- UnemployedJun 2021 to Nov 2021
- Crestwood Advisors Group, LLCApr 2017 to Jun 2021
- UnemployedDec 2016 to Mar 2017
- Heritage Financial Services, LLC.Mar 2005 to Nov 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
Milestone Financial Planning, LLC
$590.3MAssets managed
257Clients
12Advisers
10 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
- 3163147
- Firm CRD
- 283439