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 111 - 120 of 152 top financial advisors.
111
Joseph Teague, financial advisor Washington DC
Joseph L. Teague
CRD#: 1174915
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Joseph Teague (CRD# 1174915) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 37 years of experience in the finance industry.

112
Mark Tomasini, financial advisor Washington DC
Mark A. Tomasini
CRD#: 2578707
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Mark Tomasini (CRD# 2578707) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 28 years of experience in the finance industry.

113
Travis Trujillo, financial advisor Washington DC
Travis D. Trujillo
CRD#: 3127060
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Travis Trujillo (CRD# 3127060) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 25 years of experience in the finance industry.

114
Dieter Walters, financial advisor Corona CA
Dieter Walters
CRD#: 5865262
Corona, CA

Dieter Walters (CRD# 5865262) is an Investment Advisor Representative working at Missionsquare Retirement in Corona, CA and has over 13 years of experience in the finance industry.

115
Shantel Washington, financial advisor Washington DC
Shantel D. Washington
CRD#: 4760604
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Shantel Washington (CRD# 4760604) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 18 years of experience in the finance industry.

116
Anne Wilson, financial advisor Dublin OH
Anne M. Wilson
CRD#: 5992331
Dublin, OH

Anne Wilson (CRD# 5992331) is an Investment Advisor Representative working at Missionsquare Retirement in Dublin, OH and has over 10 years of experience in the finance industry.

117
Michelle Young, financial advisor San Antonio TX
Michelle R. Young
CRD#: 4346528
San Antonio, TX

Michelle Young (CRD# 4346528) is an Investment Advisor Representative working at Missionsquare Retirement in San Antonio, TX and has over 18 years of experience in the finance industry.

118
Aimei Zhong, financial advisor Washington DC
Aimei Zhong
CRD#: 6510529
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Aimei Zhong (CRD# 6510529) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 8 years of experience in the finance industry.

119
Natascha Barone, financial advisor Washington DC
Natascha Barone
CRD#: 5019662
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Natascha Barone (CRD# 5019662) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 10 years of experience in the finance industry.

120
Vicki Bauer, financial advisor Washington DC
Vicki M. Bauer
CRD#: 4592490
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Vicki Bauer (CRD# 4592490) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 20 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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