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Milestone Financial Group, Inc. Employee Directory

Financial ServicesIowa, United States11-50 Employees

Milestone Financial Group, Inc. is a financial services company based in Red Oak, Iowa, at 505 North Third Street, 51566, United States. The firm emphasizes an individualized client experience and uses technology to support risk analysis, income planning, and investment strategies, including the Riskalyze tool. It employs 11-50 people. Investment advisory and securities services are offered through USA Financial Securities, a FINRA/SIPC member and registered investment adviser located at 6020 E Fulton St., Ada, Michigan; Milestone Financial Group is not affiliated with USA Financial Securities. The firm's website is planwithmilestonefinancial.com and reported revenue ranges from $10 million to $25 million.

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

Milestone Financial Group, Inc. Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Milestone Financial Group, Inc.'s Leadership

  • Stylized image of a person
    A. F.
    Head Of Client Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L. M.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K.
    Marketing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S. M.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D.
    Financial Analyst & Accountant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Certified Financial Planner Tm Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Financial Advisor/Para-Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. F.
    Phone icon
    Mobile Phone

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
  • Stylized image of a person
    A. F.
    Head Of Client Operations
    Phone icon
    Mobile Phone
    United StatesIowa
    Jun 01, 2026
  • Stylized image of a person
    D. L. M.
    Vice President
    Phone icon
    Mobile Phone
    May 31, 2026
  • Stylized image of a person
    S. K.
    Marketing Director
    Phone icon
    Mobile Phone
    United StatesNebraska
    Nov 15, 2025
  • Stylized image of a person
    D. S. M.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
    United StatesIowa
    Mar 25, 2026
  • Stylized image of a person
    R. D.
    Financial Analyst & Accountant
    Phone icon
    Mobile Phone
    United StatesNebraska
    May 31, 2026
  • Stylized image of a person
    D. M.
    Certified Financial Planner Tm Professional
    Phone icon
    Mobile Phone
    United StatesIowa
    May 20, 2026
  • Stylized image of a person
    M. T.
    Financial Advisor/Para-Planner
    Phone icon
    Mobile Phone
    United StatesIowa
    Dec 10, 2024
  • Stylized image of a person
    A. F.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Milestone Financial Group, Inc. known for?

Minus sign iconPlus sign iconMilestone 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?

Minus sign iconPlus sign iconMilestone 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?

Minus sign iconPlus sign iconMilestone Financial Group, Inc. has approximately 15 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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

  • Head Of Client Operations: A. F.
  • Vice President: D. L. M.
  • Marketing Director: S. K.
  • Certified Financial Planner™ Professional: D. S. M.
  • Financial Analyst & Accountant: R. D.

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