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 20002-4240
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 101 - 110 of 152 top financial advisors.
101
William Sims, financial advisor Ada MI
William R. Sims
CRD#: 2556311
Ada, MI

William Sims (CRD# 2556311) is an Investment Advisor Representative working at Missionsquare Retirement in Ada, MI and has over 29 years of experience in the finance industry.

102
Edward Sizemore, financial advisor Nashville TN
Edward J. Sizemore
CRD#: 4446424
Nashville, TN

Edward Sizemore (CRD# 4446424) is an Investment Advisor Representative working at Missionsquare Retirement in Nashville, TN and has over 21 years of experience in the finance industry.

103
James Smith, financial advisor Washington DC
James B. Smith
CRD#: 3002426
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

James Smith (CRD# 3002426) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 26 years of experience in the finance industry.

104
Cassandra Sparks, financial advisor Washington DC
Cassandra Sparks
CRD#: 5740907
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Cassandra Sparks (CRD# 5740907) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 14 years of experience in the finance industry.

105
Donald Spindle, financial advisor Wasilla AK
Donald J. Spindle
CRD#: 4104006
Wasilla, AK

Donald Spindle (CRD# 4104006) is an Investment Advisor Representative working at Missionsquare Retirement in Wasilla, AK and has over 9 years of experience in the finance industry.

106
Daniel Stewart, financial advisor Washington DC
Daniel R. Stewart
CRD#: 5491633
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Daniel Stewart (CRD# 5491633) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 14 years of experience in the finance industry.

107
Homer Stinson, financial advisor Washington DC
Homer I. Stinson
CRD#: 6491751
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Homer Stinson (CRD# 6491751) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 8 years of experience in the finance industry.

108
Kimberly Stone, financial advisor Washington DC
Kimberly W. Stone
CRD#: 4346690
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Kimberly Stone (CRD# 4346690) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 22 years of experience in the finance industry.

109
Ian Swafford, financial advisor Washington DC
Ian T. Swafford
CRD#: 6622753
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Ian Swafford (CRD# 6622753) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 7 years of experience in the finance industry.

110
Steven Taylor, financial advisor Washington DC
Steven D. Taylor
CRD#: 1769622
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Steven Taylor (CRD# 1769622) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 17 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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