Milemarker Investment Solutions, LLC

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
4

Firm details

Headquarters
Lincoln, Nebraska
CRD number
343499
Registered since
September 17, 2026
Fee structure
Percentage of AUM, Fixed Fees

Firm profile

FINTRX

Overview

Milemarker Investment Solutions, LLC is organized as a limited liability partnership and is listed as an SEC-registered adviser with a registration year of 2026. The firm is described as having a mixed owner profile (domestic entity and individual) and is marked as a related adviser, indicating an affiliation with another advisory entity. Its classification is unclassified and it identifies its industry affiliation simply as "Other Investment Adviser." The firm reports a fee model that combines a percentage-of-AUM component with fixed fees. Milemarker is not flagged as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not considered a capital allocator. The record also indicates it is not a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Clark Bellin

    Clark Bellin

    President, Chief Investment OfficerCRD 2879015

Contacts

3 of 3
  • Saumen Chattopadhyay

    Saumen Chattopadhyay

    Head of Portfolio Solutions GroupCRD 4624565

  • Judson Mackrill

    CRD 5150763

  • Kenji Kawa

    CCOCRD 5610170

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lincoln, NE

Lancaster

Location

Lincoln, NE

Headquartered in Lincoln, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.

Metro area
Lincoln-Beatrice, NE
Region
Midwest
County
Lancaster
Address
140 N 8th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth