DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Steven Lee Jacobsmeier

Milestone Financial Planning, LLCindependent RIABedford, Nh IA-onlyIAPD 3163147

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

At current firm

3 y

since Feb 23, 2023

In the industry

27 y

since Feb 3, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Milestone Financial Planning, LLC independent RIA current
since Feb 23, 2023 · York, Me
Origin Investment Advisory LLC independent RIA
Mar 8, 2022 to Mar 8, 2023 · Sarasota, Fl
Crestwood Advisors independent RIA
May 23, 2017 to Jul 6, 2021 · Boston, Ma
Heritage Financial Services former
Apr 21, 2005 to Nov 9, 2016 · Norwood, Ma
Financial Foundations, Inc. state registered
Mar 18, 2005 to Mar 22, 2005 · Framingham, Ma
Commonwealth Financial Network national BD
Feb 15, 2001 to Jul 2, 2009 · Norwood, Ma

Moves

a registration end followed by a registration begin elsewhere

Origin Investment Advisory LLC to Milestone Financial Planning, LLC
left Mar 8, 2023, registered Feb 23, 2023 (-13 days) · RIA to RIA
Crestwood Advisors to Origin Investment Advisory LLC
left Jul 6, 2021, registered Mar 8, 2022 (245 days) · RIA to a newly registered adviser
Heritage Financial Services to Crestwood Advisors
left Nov 9, 2016, registered May 23, 2017 (195 days) · Other
Commonwealth Financial Network to Financial Foundations, Inc.
left Jul 2, 2009, registered Mar 18, 2005 (-1567 days) · Affiliated broker-dealer or bank to a state-registered adviser
Financial Foundations, Inc. to Heritage Financial Services
left Mar 22, 2005, registered Apr 21, 2005 (30 days) · Other

Signals

Steven Lee Jacobsmeier left Origin Investment Advisory Llc for Milestone Financial Planning, Llc (registered 2023-02-23)
Mar 8, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address