Daniel Benjamin Koppel
Investment adviser representative at Milestone Financial Planning, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
17 years in the industry.
- Milestone Financial Planning, LLCFeb 2024 to now
- Noble Financial GroupJun 2017 to Feb 2024
- MML Investors Services, LLCMar 2017 to Feb 2024
- Massmutual Life Insurance CompanyJul 2016 to Feb 2024
- Baystate FinancialAug 2014 to May 2017
- Metlife Securities IncJun 2009 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 5449216
- Firm CRD
- 283439