Kevin Norbert Linsmeier

Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 04/2022
  Cambridge Investment Research Inc.
  Fairfield, IA
• 09/2021 → 04/2022
  Cambridge Investment Research Inc.
  Fairfield, IA
• 05/1990 → 05/2021
  City Of Madison Police Department
  Madison, WI
• 12/2021 → 04/2022
  Retirement Plan Advisors, Llc
  Chicago, IL
• 04/2022 → Present
  Missionsquare Investment Services
  Washington, DC

Previous Registrations

• 2021-12-01 → 2022-04-07
  Retirement Plan Advisors, Llc
  Chicago, IL
  Janesville, WI

Other Businesses

Name: City of Madison Police Department. Non-investment related. Address: 211 S. Carroll St, Madison, WI 53703. Nature of Business: Madison Police Department provides law enforcement services. Position: Retired law enforcement officer. Start Date: 05/21/1990. Number of hours/month: 0-10; all during security trading hours. Duties: I was employed as a Police Officer/Detective by the City of Madison Police from May of 1990 through May of 2021. When I retired from the Madison Police Department on 05/03/2021, I had an unknown amount of criminal cases that were ongoing and not complete. Since the courts re-opened, the criminal cases that I investigated are finally being scheduled. When one of the criminal cases that I investigated is scheduled, it is normal for me to be issued a subpoena (by the court), that compels me to testify in court at a later date and time.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-29