Jeff W Lanscek
Investment adviser representative at Milestone Financial Associates, LLC
22 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$654.5MFirm 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
Experience
22 years in the industry.
- Milestone Financial Associates, LLCAug 2025 to now
- Commonwealth Financial NetworkJan 2022 to Aug 2025
- Baldrige Asset ManagementMay 2004 to Dec 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Milestone Financial Associates, LLC
$654.5MAssets managed
645Clients
8Advisers
1 yearIn 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
- 4746541
- Firm CRD
- 336684