Missionsquare Retirement

Missionsquare Retirement (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $713,237,766 in 1 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    713
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $713,237,766
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 11 - 20 of 182 top financial advisors.
11
Francis L. Barbieri
CRD#: 4460435
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Francis Barbieri (CRD# 4460435) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 19 years of experience in the finance industry. Francis Barbieri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Ben G. Bates
CRD#: 4677714
Phoenix, AZ

Ben Bates (CRD# 4677714) is an Investment Advisor Representative working at Missionsquare Retirement in Phoenix, AZ and has over 18 years of experience in the finance industry.

13
Kathryn L. Berkenpas
CRD#: 4874620
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Kathryn Berkenpas (CRD# 4874620) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 15 years of experience in the finance industry. Kathryn Berkenpas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
Scott A. Berry
CRD#: 4705377
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Scott Berry (CRD# 4705377) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 17 years of experience in the finance industry.

15
Michael A. Blair
CRD#: 6394485
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Michael Blair (CRD# 6394485) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 6 years of experience in the finance industry.

16
Jason L. Boyd
CRD#: 2765382
Dallas, TX

Jason Boyd (CRD# 2765382) is an Investment Advisor Representative working at Missionsquare Retirement in Dallas, TX and has over 25 years of experience in the finance industry.

17
Eunice J. Brogdon
CRD#: 1650534
Carrollton, TX

Eunice Brogdon (CRD# 1650534) is an Investment Advisor Representative working at Missionsquare Retirement in Carrollton, TX and has over 32 years of experience in the finance industry.

18
Shirley A. Brost
CRD#: 4583381
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Shirley Brost (CRD# 4583381) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 18 years of experience in the finance industry.

19
Jeffrey L. Brown
CRD#: 2630649
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Jeffrey Brown (CRD# 2630649) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 26 years of experience in the finance industry. Jeffrey Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

20
Kim Brownlee
CRD#: 3206832
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Kim Brownlee (CRD# 3206832) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 22 years of experience in the finance industry.

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