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RIA / WealthAdvisorCertified Financial Planner10 years in industry

David Solheim

Advisor at MILESTONE INVESTMENT ADVISORS, LLC

MIDDLETON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d072b53-5648-cc07-51dc-dcff3279b49f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 19, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MILESTONE INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 17, 2016
First registration: Aug 19, 2016
Dual registered: no
IAPD individual key: 6604194

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MILESTONE INVESTMENT ADVISORS, LLC	Independent wealth	May 13, 2024	n/a	yes	MIDDLETON, WI	Current employment
WELLS FARGO ADVISORS	Wirehouse	Feb 27, 2023	May 3, 2024	no	MIDDLETON, WI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 18, 2022	Feb 24, 2023	no	FITCHBURG, WI\|MONONA, WI	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Aug 19, 2016	May 18, 2022	no	MADISON, WI\|Cottage Grove, WI\|FITCHBURG, WI\|Monona, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	MILESTONE INVESTMENT ADVISORS, LLC	May 3, 2024	May 13, 2024	10	Firm change	Wirehouse to RIA
LPL FINANCIAL LLC	WELLS FARGO ADVISORS	Feb 24, 2023	Feb 27, 2023	3	Firm change	RIA to wirehouse
CUNA BROKERAGE SERVICES, INC.	LPL FINANCIAL LLC	May 18, 2022	May 18, 2022	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (4)

→ MILESTONE INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 13, 2024 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 27, 2023 to May 3, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 18, 2022 to Feb 24, 2023factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Aug 19, 2016 to May 18, 2022factForm ADV

Dated events

Occurred
May 3, 2024
Advisor changed firm
David Solheim left Wells Fargo Advisors for Milestone Investment Advisors, Llc (registered 2024-05-13)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2023
Advisor changed firm
David Solheim left Lpl Financial Llc for Wells Fargo Advisors (registered 2023-02-27)
Form ADVobserved 4 days ago