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Nancy Jean Lange

Missionsquare Wealth Management

Havertown, PA

Fenton, MI

CRD 4809327

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Employer firm

Missionsquare Wealth Management CRD 23189

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-27
  • MI RA
    APPROVED
    Since 2026-02-27

Branch Locations

Havertown, PA • United States

Fenton, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Icma Retirement Corporation Washington DC 09/2010 Present
  • 09/2010 → Present
    Icma Retirement Corporation
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-09
S63 Uniform Securities Agent State Law Examination 2010-11-22
  • S65 Uniform Investment Adviser Law Examination
    2010-12-09
  • S63 Uniform Securities Agent State Law Examination
    2010-11-22
Designations
  • Certified Financial Planner
Other Names
  • Nancy Jean Johnson

View on SEC IAPD

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