Milemarker Investment Solutions, LLC
Firm details
- Headquarters
- Lincoln, Nebraska
- CRD number
- 343499
- Registered since
- September 17, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Clark Bellin
President, Chief Investment OfficerCRD 2879015
Contacts
3 of 3
Saumen Chattopadhyay
Head of Portfolio Solutions GroupCRD 4624565
Judson Mackrill
CRD 5150763
Kenji Kawa
CCOCRD 5610170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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