Robert Armstrong has held the title Member at Milestone Investment Advisors since July 2013, is a control person of the firm and directly owns between 25% and 50% of it. Robert Armstrong studied at the University of Wisconsin.
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.
Robert G. Armstrong co-founded ACS Investment Advisors in 1988, where he was President, and formed Milestone Investment Advisors, LLC with Daniel Kauper in July 2013. At Milestone he oversees investment research and the portfolio management process for the practice. Before that he served as Senior Vice President at Johnson Financial Group until June 2013.
Robert Armstrong’s longest registration was 21 years at Acs Investment Advisors Inc (1985–2007). Before joining Milestone Investment Advisors in 2013, Robert Armstrong was registered through Acs Investment Advisors Inc.
- – present · 13 yearsMiddleton, WI · Adviser representative · Firm CRD 168429
- Acs Investment Advisors Inc– · 21 yearsMadison, WI · Adviser representative · Firm CRD 106061
Professional designations
Listed by Milestone Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Armstrong is registered as an investment adviser representative in 5 states. The first approvals date from July 2013; the most recent is Washington, in August 2015.
- CaliforniaSince 19 August 2014
- FloridaSince 18 April 2014
- MinnesotaSince 19 January 2015
- WashingtonSince 18 August 2015
- WisconsinSince 11 July 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 16 June 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 March 1981 |
| Series 1 | Registered Representative Examination | 20 November 1970 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Robert Garland Armstrong
- CRD
- 7368
- Firm
- Milestone Investment Advisors · CRD 168429
- Role
- Member
- Office
- 6702 STONEFIELD ROAD, SUITE 201, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- September 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- milestoneia.com
Where does Robert Armstrong work?
Robert Armstrong has held the title Member at Milestone Investment Advisors, LLC since July 2013, and is a control person of the firm.
Is Robert Armstrong a financial advisor?
Yes. Robert Armstrong has a current investment-adviser registration in California, Florida, Minnesota, Washington and Wisconsin, through Milestone Investment Advisors since July 2013.
How many years of experience does Robert Armstrong have?
Robert Armstrong has 35 years in the financial industry, since September 1991, across 2 adviser firms.
What exams has Robert Armstrong passed?
Robert Armstrong has passed 3 licensing exams: the Series 1, Series 63 and Series 24. The earliest, the Series 1, was passed in November 1970.
Where did Robert Armstrong work before Milestone Investment Advisors?
Before Milestone Investment Advisors, Robert Armstrong was registered through Acs Investment Advisors Inc, August 1985 to June 2007.
Where is Robert Armstrong based?
Robert Armstrong’s registered office is in Middleton, WI.
Is Robert Armstrong registered with FINRA?
No. Robert Armstrong has no current broker registration.
Is Robert Armstrong a CFP?
Milestone Investment Advisors lists Robert Armstrong with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Robert G. Armstrong, CFP® biography, milestoneia.com
How can I verify Robert Armstrong’s record?
Search CRD 7368 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Armstrong’s full registration record.