Kyle Christopher Labelle
Investment adviser representative at Milestone Financial Planning, LLC
11 yearsExperience
3 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
11 years in the industry.
- Milestone Financial Planning, LLCMay 2021 to now
- UnemployedJun 2020 to May 2021
- Freeman CompanySep 2018 to Jun 2020
- Benchmark Senior LivingMar 2018 to Dec 2019
- Mcm Pool ServiceJul 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
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
- 7388659
- Firm CRD
- 283439