Missionsquare Retirement

Missionsquare Retirement (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $668,171,497 in 1 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
https://www.youtube.com/c/missionsquareretirement
By the Numbers
  • Total Assets Under Management
    668
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $668,171,497
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Missionsquare Retirement
Showing 61 - 70 of 153 top financial advisors.
61
Tiffani Keeling, financial advisor Houston TX
Tiffani A. Keeling
CRD#: 2665061
Houston, TX

Tiffani Keeling (CRD# 2665061) is an Investment Advisor Representative working at Missionsquare Retirement in Houston, TX and has over 28 years of experience in the finance industry.

62
Nicole Kirby, financial advisor Washington DC
Nicole A. Kirby
CRD#: 5399651
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Nicole Kirby (CRD# 5399651) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 16 years of experience in the finance industry.

63
Jeffrey Koeppen, financial advisor Farmington CT
Jeffrey M. Koeppen
CRD#: 4322799
Farmington, CT

Jeffrey Koeppen (CRD# 4322799) is an Investment Advisor Representative working at Missionsquare Retirement in Farmington, CT and has over 22 years of experience in the finance industry.

64
Nancy Lange, financial advisor Washington DC
Nancy J. Lange
CRD#: 4809327
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Nancy Lange (CRD# 4809327) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 13 years of experience in the finance industry.

65
Mark Lasyone, financial advisor Londonderry NH
Mark A. Lasyone
CRD#: 4223449
Londonderry, NH

Mark Lasyone (CRD# 4223449) is an Investment Advisor Representative working at Missionsquare Retirement in Londonderry, NH and has over 23 years of experience in the finance industry.

66
Daniel Lattarulo, financial advisor Norfolk VA
Daniel J. Lattarulo
CRD#: 6187703
Norfolk, VA

Daniel Lattarulo (CRD# 6187703) is an Investment Advisor Representative working at Missionsquare Retirement in Norfolk, VA and has over 10 years of experience in the finance industry.

67
Fernando Llop, financial advisor Davie FL
Fernando Llop
CRD#: 4001089
Davie, FL

Fernando Llop (CRD# 4001089) is an Investment Advisor Representative working at Missionsquare Retirement in Davie, FL and has over 23 years of experience in the finance industry.

68
Zoran Lozo, financial advisor Washington DC
Zoran I. Lozo
CRD#: 2834005
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Zoran Lozo (CRD# 2834005) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 27 years of experience in the finance industry.

69
Charles Mansfield, financial advisor Washington DC
Charles F. Mansfield
CRD#: 2225900
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Charles Mansfield (CRD# 2225900) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 29 years of experience in the finance industry.

70
Marcus Marshall, financial advisor Washington DC
Marcus B. Marshall
CRD#: 6550340
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Marcus Marshall (CRD# 6550340) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 8 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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