Milestone Financial Group, Inc. Employee Directory

Q: What is Milestone Financial Group, Inc. known for?

Milestone Financial Group, Inc. was founded in 1963. Milestone Financial Group, Inc. operates in the Financial Services industry.

Financial ServicesIowa, United States11-50 Employees

Our team focuses on the individual client experience, educating them and helping to lay the groundwork for their many milestones in life.

We use the latest technology to help devise risk analysis (using the Riskalyze tool), income planning, and investment strategies for our clients. Milestone Financial Group, Inc., is dedicated to helping clients build for tomorrow and prepare for what might happen today. You’ll also benefit from the experience and knowledgeable network of planning and investment associates who support our firm (including accounting and legal).

Please review a copy of our Commenting Guidelines at: https://www.usafinancial.com/investors/commenting-guidelines

Daniel S. Miller, Kaleb Robuck, Marcus Taylor, and Ashleigh Franco are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E Fulton St., Ada, MI 49301. Milestone Financial Group is not affiliated with USA Financial Securities.

Find Milestone Financial Group, Inc. employees' phone numbers or email addresses

Milestone Financial Group, Inc. Global Highlights

North America
11

United States Of America
11

Milestone Financial Group, Inc.'s Leadership

D. L. M.
Vice President
Mobile Phone
Email
S. K.
Marketing Director
Mobile Phone
Email
D. S. M.
Certified Financial Planner™ Professional
Mobile Phone
Email
R. D.
Financial Analyst & Accountant
Mobile Phone
Email
K. R.
Investment Advisor Representative
Mobile Phone
Email
A. H.
Financial Service Advisor Trainee
Mobile Phone
Email
D. M.
Certified Financial Planner Tm Professional
Mobile Phone
Email
M. T.
Financial Advisor/Para-Planner
Mobile Phone
Email

Milestone Financial Group, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Accounting
Administrative
Other

Contact profiles from Milestone Financial Group, Inc.

Name

Title

Contact Info

Location

Last Update

D. L. M.
Vice President
Mobile Phone
Email
Feb 19, 2026
S. K.
Marketing Director
Mobile Phone
Email
United StatesNebraska
Nov 15, 2025
D. S. M.
Certified Financial Planner™ Professional
Mobile Phone
Email
United StatesIowa
Mar 14, 2026
R. D.
Financial Analyst & Accountant
Mobile Phone
Email
Oct 25, 2025
K. R.
Investment Advisor Representative
Mobile Phone
Email
Nov 13, 2025
A. H.
Financial Service Advisor Trainee
Mobile Phone
Email
United States
Sep 13, 2024
D. M.
Certified Financial Planner Tm Professional
Mobile Phone
Email
United StatesIowa
Aug 11, 2025
M. T.
Financial Advisor/Para-Planner
Mobile Phone
Email
United StatesIowa
Oct 26, 2025
A. F.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Milestone Financial Group, Inc. known for?

Milestone Financial Group, Inc. was founded in 1963 operates in the Financial Services industry. The company's main headquarters is located in 505 North Third Street Red Oak, Iowa 51566 United States. Explore Milestone Financial Group, Inc.'s company overview page for more information.

What is Milestone Financial Group, Inc.'s most common email format?

Milestone Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Milestone Financial Group, Inc. email formats with LeadIQ.

How many employees does Milestone Financial Group, Inc. have currently?

Milestone Financial Group, Inc. has approximately 16 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Milestone Financial Group, Inc.'s key employees and leadership?

As of March 2026, Milestone Financial Group, Inc.'s key employees include:

Vice President: D. L. M.
Marketing Director: S. K.
Certified Financial Planner™ Professional: D. S. M.
Financial Analyst & Accountant: R. D.
Investment Advisor Representative: K. R.

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