David Solheim has been an investment adviser representative at Milestone Investment Advisors since May 2024, and is not listed among the firm’s executive officers or direct owners.
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.
David Solheim’s longest registration was 5 years at Cuna Brokerage Services, Inc. (2016–2022). Before joining Milestone Investment Advisors in 2024, David Solheim was registered through Wells Fargo Advisors and LPL Financial LLC.
- – present · 2 yearsMiddleton, WI · Adviser representative · Firm CRD 168429
- Wells Fargo Advisors– · 1 yearMiddleton, WI · Adviser representative · Firm CRD 11025
- LPL Financial LLC– · under a yearMonona, WI · Adviser representative · Firm CRD 6413
- Cuna Brokerage Services, Inc.– · 5 yearsFitchburg, WI · Adviser representative · Firm CRD 13941
Investment adviser representative registrations
David Solheim is registered as an investment adviser representative in Wisconsin, since May 2024.
- WisconsinSince 13 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 August 2016 |
| Series 7 | General Securities Representative Examination | 12 July 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6604194
- Firm
- Milestone Investment Advisors · CRD 168429
- Office
- 6702 STONEFIELD ROAD, SUITE 201, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does David Solheim work?
David Solheim is an investment adviser representative registered through Milestone Investment Advisors, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is David Solheim a financial advisor?
Yes. David Solheim has a current investment-adviser registration in Wisconsin, through Milestone Investment Advisors since May 2024.
How many years of experience does David Solheim have?
David Solheim has 10 years in the financial industry, since July 2016, across 4 adviser firms.
What exams has David Solheim passed?
David Solheim has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2016. FINRA credited David Solheim with the SIE, which began in October 2018.
Where did David Solheim work before Milestone Investment Advisors?
Before Milestone Investment Advisors, David Solheim was registered through Wells Fargo Advisors, February 2023 to May 2024; LPL Financial LLC, May 2022 to February 2023; Cuna Brokerage Services, Inc., August 2016 to May 2022.
Where is David Solheim based?
David Solheim’s registered office is in Middleton, WI.
Is David Solheim registered with FINRA?
No. David Solheim has no current broker registration.
How can I verify David Solheim’s record?
Search CRD 6604194 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Solheim’s full registration record.