David Solheim
Milestone Investment Advisors · Middleton, Wisconsin
David Solheim is a fee-only financial advisor at Milestone Investment Advisors in Middleton, Wisconsin, who holds the CFP credential. Milestone Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Milestone Investment Advisors |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $877.6M across 1,264 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 6604194 |
| Exams passed | Series 66 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | milestoneia.com |
How David's firm compares
- Milestone Investment Advisors's average account is about $694,000, from its Form ADV (assets managed divided by 1,264 accounts).
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Questions about David
Is David Solheim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Milestone Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Milestone Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Solheim based?
David Solheim is based in Middleton, Wisconsin.
What credentials does David Solheim hold?
David Solheim holds the CFP credential.
Is David Solheim registered with the SEC?
Yes. David Solheim is registered as an investment adviser representative in WI (CRD 6604194), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestone Investment Advisors manage?
Milestone Investment Advisors reports $877.6M across 1,264 accounts in assets under management.
How do I contact David Solheim?
Through David's website, milestoneia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Milestone Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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