Milestone Money, LLC (“MM”) is a registered investment adviser offering advisory services in the State of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MM in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of MM, unless otherwise specifically cited. The material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
A copy of MM’s current Form ADV Part 2A discussing our services, advisory operations, and fees is available here: Form ADV Part 2A – Firm Brochure
The Five Star Wealth Manager award for Randy Dippell was issued on 10/1/22 by Five Star Professional (“FSP”) for the time period 01/24/2022 through 07/29/2022. 4912 Chicago-area wealth managers were considered for the award; 384 (8% of candidates) were named 2022 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. A fee was paid for the use of marketing materials. A self-completed questionnaire was used for the rating. This rating is not related to the quality of the investment advice provided by Milestone Money or representative of any material client experience. The rating is based solely on the disclosed criteria. The award is based on 10 objective criteria.
Eligibility criteria required:
1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients.
Evaluation criteria-considered:
6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.
FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or any publication on which the award appears. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com for additional information.
Any disclosure, copying, distribution, or other use of the information contained in or attached to this communication is prohibited. If you are not the intended recipient of this communication, please notify the sender immediately and delete this message. This communication is not intended as an offer or solicitation for the purchase or sale of any financial products, or as confirmation of any financial product transaction. All data and information contained herein are not warranted as to completeness, timeliness or accuracy, and are subject to change without notice. The information above is general in nature and should not be considered financial, legal, or tax advice.
Milestone Money is an Investment Adviser registered with the State of Illinois. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at (312) 898-4002 if there is any change in your financial situation, needs, goals, or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Milestone Money with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis
We respect the privacy of all clients and prospective clients both past and present (collectively termed
“customers” per regulatory guidelines). It is recognized that you have entrusted our firm with non-public personal information and it is important that both access persons and customers are aware of firm policy concerning what may be done with that information.
The firm collects personal information about customers from the following sources:
The firm does not disclose non-public personal information about our customers to anyone, except in the following circumstances:
To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of customer information. Within the firm, access to customer information is restricted to personnel that need to know that information. All access persons and service providers understand that everything handled in firm offices is confidential and they are instructed not to discuss customer information with someone else that may request information about an account unless they are specifically authorized in writing by the customer to do so. This includes providing information about a family member.
Milestone Money, LLC will provide its customers with its privacy policy on an annual basis and at any time, in advance, if our privacy policy is expected to change.
Contact us at:
Milestone Money, LLC
1165 N. Clark Street, Suite 700
Chicago, IL 60610
(312) 815-8335
Life is full of financial milestones. We pay for college, we get married, we start businesses. But the most important financial decision we will ever make is when and how to retire. Milestone Money helps you map success to and through retirement.
