Steven Jacobsmeier

from Milestone Financial Planning, LLC
SEC regulated
Regulated Investment Advisor
Steven Jacobsmeier is a financial advisor based in New Hampshire, Bedford, with 26 years of experience. Steven currently works for Milestone Financial Planning, LLC. Steven maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Steven Jacobsmeier works at Milestone Financial Planning, LLC
Milestone Financial Planning, LLC is a financial advisory firm based in Bedford, New Hampshire. It currently has approximately $423,891,386 of assets under management and employs about 16 people. Milestone Financial Planning, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
24 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
3 Executive Park Drive, Suite 200, Bedford, New Hampshire, 3110

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor