Milemarker Investment Solutions, LLC: new SEC registration, Lincoln, NE
Milemarker Investment Solutions, LLC (Lincoln, Nebraska): new SEC registration, Lincoln, NE. Dated 49 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 8 published fields of this record are shown below. Locked: 4 related NE NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Milemarker Investment Solutions, LLC |
| Legal name | Milemarker Investment Solutions, LLC |
| CRD | 343499 |
| Status | Approved |
| Registered with the SEC | 2026-09-17 |
| Latest Form ADV filing | 2026-08-18 |
| Location | Lincoln, NE, United States |
| Employees | 3 |
| Peer records CSV (5 NE records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-17
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (NE first): Oldfather Financial Services · R2 Wealth Management Partners · Financial Design Group, LLC · Round Table Investment Strategies, LLC · Vanguard Capital Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Milemarker Investment Solutions, LLC and 5 Nebraska peers
- Nebraska NewRiaPulse records like this one: 5
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Nebraska peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- Registered in the last 60 days.
What is the NewRiaPulse record for Milemarker Investment Solutions, LLC in Lincoln, Nebraska?
Milemarker Investment Solutions, LLC received SEC registration as an investment adviser (2026-09-17), based in Lincoln, NE.
How does Milemarker Investment Solutions, LLC compare to other Nebraska NewRiaPulse records?
It is 49 days old; check the official source for later updates before acting.
Milemarker Investment Solutions, LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Milemarker Investment Solutions, LLC | Lincoln, NE | 2026-09-17 |
| E.T.S. Wealth Management, LLC | Hoschton, GA | 2026-10-30 |
| 67 Advisory LLC | 2026-10-30 | |
| Leagueshares Advisors, LLC | Burlington, VT | 2026-10-30 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.