Daniel Kauper has been Member/Cheif Information Security Officer of Milestone Investment Advisors since March 2017, is a control person of the firm and directly owns between 25% and 50% of it. Daniel Kauper holds a BBA in Finance from the University of Michigan.
Milestone Investment Advisors, LLC is a Middleton, WI firm with $878M under management, 414 clients and 7 advisers in one office, as of its May 2026 filing.
Daniel P. Kauper is Chief Cyber-Security Officer of Milestone Investment Advisors, which he formed with Robert Armstrong. He worked with clients as a Vice President at Johnson Financial Group before the formation. His practice is focused on individuals and families, with a particular interest in socially conscious investing, and he is responsible for all technology initiatives at the firm.
Daniel Kauper’s longest registration was 19 years at Acs Investment Advisors Inc (1987–2007). Before joining Milestone Investment Advisors in 2013, Daniel Kauper was registered through Acs Investment Advisors Inc.
- – present · 13 yearsMiddleton, WI · Adviser representative · Firm CRD 168429
- Acs Investment Advisors Inc– · 19 yearsMadison, WI · Adviser representative · Firm CRD 106061
Professional designations
Listed by Milestone Investment Advisors
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Daniel Kauper is registered as an investment adviser representative in 4 states. The first approvals date from July 2013; the most recent is Minnesota, in January 2015.
- CaliforniaSince 19 August 2014
- FloridaSince 18 April 2014
- MinnesotaSince 19 January 2015
- WisconsinSince 11 July 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 April 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 January 1986 |
| Series 7 | General Securities Representative Examination | 14 December 1985 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Peter Kauper
- CRD
- 1439147
- Firm
- Milestone Investment Advisors · CRD 168429
- Role
- Member/Cheif Information Security Officer
- Office
- 6702 STONEFIELD ROAD, SUITE 201, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- November 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- milestoneia.com
Where does Daniel Kauper work?
Daniel Kauper has been Member/Cheif Information Security Officer of Milestone Investment Advisors, LLC since March 2017, and is a control person of the firm.
Is Daniel Kauper a financial advisor?
Yes. Daniel Kauper has a current investment-adviser registration in California, Florida, Minnesota and Wisconsin, through Milestone Investment Advisors since July 2013.
How many years of experience does Daniel Kauper have?
Daniel Kauper has 32 years in the financial industry, since November 1993, across 2 adviser firms.
What exams has Daniel Kauper passed?
Daniel Kauper has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1985.
Where did Daniel Kauper work before Milestone Investment Advisors?
Before Milestone Investment Advisors, Daniel Kauper was registered through Acs Investment Advisors Inc, October 1987 to June 2007.
Where is Daniel Kauper based?
Daniel Kauper’s registered office is in Middleton, WI.
Is Daniel Kauper registered with FINRA?
No. Daniel Kauper has no current broker registration.
Is Daniel Kauper a CFP?
Milestone Investment Advisors lists Daniel Kauper with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Kauper’s record?
Search CRD 1439147 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Kauper’s full registration record.