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.

Current firm

MILESTONE FINANCIAL PLANNING, 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, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Nov 10, 2005

First registration

Mar 31, 2006

Dual registered

no

Other names

KATHRYN K LUND|KATHRYN K. LUND-WILDE|KATHRYN KAREN LUND

IAPD individual key

5119699

• Occurred

  Jan 28, 2022
  Advisor changed firm

  Kathryn Karen Lund-Wilde left Mosaic Financial Advisors, Llc for Milestone Financial Planning, Llc (registered 2021-10-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9a623cd4-2121-4705-8f7f-6acba7b47f75

First observed

Mar 31, 2006

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.