Michael Arbet has been an investment adviser representative at Milestone Investment Advisors since August 2015, and is not listed among the firm’s executive officers or direct owners. Michael Arbet holds a BBA in Management from the University of Wisconsin-Whitewater and an MBA with Finance Specialization from Marquette University.
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.
Michael Arbet is Senior Portfolio Manager of Milestone Investment Advisors. He began his financial services career in 1986 within the brokerage division of A.G. Edwards, later served as Assistant Director of Strategic Planning at Northwestern Mutual Life, and as a Vice President at Johnson Bank was responsible for investment research and client portfolio management. He divides his time between client meetings, research and portfolio management.
- – present · 11 yearsMiddleton, WI · Adviser representative · Firm CRD 168429
Investment adviser representative registrations
Michael Arbet is registered as an investment adviser representative in Wisconsin, since August 2015.
- WisconsinSince 18 August 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2015 |
| Series 66 | Uniform Combined State Law Examination | 3 March 2004 |
| Series 24 | General Securities Principal Examination | 28 December 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 March 1986 |
| Series 7 | General Securities Representative Examination | 15 February 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Edmund Arbet
- CRD
- 1463240
- Firm
- Milestone Investment Advisors · CRD 168429
- Office
- 6702 STONEFIELD ROAD, SUITE 201, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- milestoneia.com
Where does Michael Arbet work?
Michael Arbet is an investment adviser representative registered through Milestone Investment Advisors, LLC since August 2015, and is not listed among the firm’s executive officers or direct owners.
Is Michael Arbet a financial advisor?
Yes. Michael Arbet has a current investment-adviser registration in Wisconsin, through Milestone Investment Advisors since August 2015.
How many years of experience does Michael Arbet have?
Michael Arbet has 11 years in the financial industry, since August 2015, across 1 adviser firm.
What exams has Michael Arbet passed?
Michael Arbet has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 66 and Series 65. The earliest, the Series 7, was passed in February 1986.
Where is Michael Arbet based?
Michael Arbet’s registered office is in Middleton, WI.
Is Michael Arbet registered with FINRA?
No. Michael Arbet has no current broker registration.
How can I verify Michael Arbet’s record?
Search CRD 1463240 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Arbet’s full registration record.