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Current Employers
Missionsquare Retirement

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-07-30
MT RA APPROVED 2026-07-30
WY RA APPROVED 2026-07-30
WA RA APPROVED 2026-07-24
  • ID RA
    APPROVED
    Since 2026-07-30
  • MT RA
    APPROVED
    Since 2026-07-30
  • WY RA
    APPROVED
    Since 2026-07-30
  • WA RA
    APPROVED
    Since 2026-07-24

Branch Locations

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Spokane, WA • 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
Cuso Financial Services, Lp San Diego CA 05/2016 09/2018
Spokane Teachers Credit Union Post Falls ID 05/2016 09/2018
C.H Robinson Liberty Lake WA 09/2018 12/2018
Egnyte Spokane WA 01/2019 01/2020
Ups Atlanta GA 12/2019 05/2020
Voya Financial Advisors, Inc. Spokane WA 05/2020 07/2026
Missionsquare Wealth Management Washington DC 07/2026 Present
Missionsquare Retirement Washington DC 07/2026 Present
  • 05/2016 → 09/2018
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2016 → 09/2018
    Spokane Teachers Credit Union
    Post Falls, ID
  • 09/2018 → 12/2018
    C.H Robinson
    Liberty Lake, WA
  • 01/2019 → 01/2020
    Egnyte
    Spokane, WA
  • 12/2019 → 05/2020
    Ups
    Atlanta, GA
  • 05/2020 → 07/2026
    Spokane, WA
  • 07/2026 → Present
    Missionsquare Wealth Management
    Washington, DC
  • 07/2026 → Present
    Washington, DC
Previous Registrations
  • 2020-05-27 → 2026-07-21
    Tacoma, WA
    Spokane, WA
  • 2016-05-02 → 2018-09-14
    Cuso Financial Services, L.P.
    Post Falls, ID
    San Diego, CA
    Spokane, WA
    Liberty Lake, WA
  • 2013-04-22 → 2016-04-01
    Spokane, WA
    St Louis, MO
Other Businesses

MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities (“plan sponsors”) in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Retirement Plans Specialist. Start Date: 7/20/26. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-12
  • S66 Uniform Combined State Law Examination
    2013-03-12
Other Names
  • Kevin Michael Zickler

View on SEC IAPD

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