Michael David Ausherman
Investment adviser representative at Milestone Asset Management, LLC
16 yearsExperience
3 statesRegistered in
ChFC®Designation
$690.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Milestone Asset Management, LLCSep 2020 to now
- Brookstone Capital ManagementMar 2008 to now
- Legacy Capital Planners, LLCJun 2007 to now
- Ausherman Financial GroupJul 2005 to now
- Alphastar Capital Management, LLCMar 2021 to Apr 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (MD, PA, TX).
Milestone Asset Management, LLC
$690.7MAssets managed
1,359Clients
11Advisers
5 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
- 4324390
- Firm CRD
- 310441