Randy Dippell

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About Randy Dippell

My mission is to serve you and your family. I am committed to serve as your familys CFO (Chief Financial Officer) and guide you through both ordinary and unforeseen events of life. I develop long term relationships with my clients and their families, and strive to always provide them with the best possible service and advice.

At Milestone Money, my clients are my only priority, and I invest considerable time in all of my relationships to make sure each client gets exactly what they need. I invite you to schedule some time with me to see how I might be able to help you.

Prior to founding Milestone Money, I was the Owner and Managing Member of Nestegg Advisory, an independent wealth management firm that I started in 2012. Prior to that, I was a Vice President in the Private Bank at J.P.Morgan, and worked exclusively with High Net Worth and Ultra High Net Worth clients.

I hold the FINRA Series 66 securities license registration, and previously held the FINRA Series 7 registration. I relinquished the Series 7 designation in 2014 to reaffirm my role as a fiduciary advisor to clients.

One of my passions is continuing education. In 2023, I earned the Retirement Management Advisor designation from the Investments & Wealth Institute to provide customized retirement income plans and services to retirees and people about to retire. In the same year, I also earned the Certified Exit Planning Advisor designation from the Exit Planning Institute to help small business owners plan for financially sound future after the sell the business. In 2020, I earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning designation, which helped me focus on the needs of pre-retirees and clients who have already retired. I earned the Accredited Investment Fiduciary Certification in 2017. I also obtained a Certificate of Completion from Northwestern Universitys Certified Financial Planner Education Program in 2006.

Away from work, I enjoy travel, media, sports and music. I enjoy coaching youth sports, I am actively involved in Cub Scouts, and live in Chicago with my wife and two children.

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General Information

CRD#

4527425

Firm CRD#

319203

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RMA^® CRPC^® AIF^® CEPA^®

Securities Licenses

Series 66

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Flat Fee, Based on Assets

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1867256/paladinregistry-Milestone-Money-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Milestone Money