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Paula Clifton Schnoebelen

Missionsquare Retirement

Springfield, MO

Washington, DC

CRD 2450192

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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:

Current Employers
Missionsquare Retirement

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-07-17
  • MO RA
    APPROVED
    Since 2023-07-17

Branch Locations

Springfield, MO • United States

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • 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 03/2007 05/2022
Ameriprise Financial Services, Llc Overland Park KS 05/2022 07/2023
Missionsquare Retirement Springfield MO 04/2016 05/2022
Missionsquare Investment Services Washington DC 07/2023 Present
Missionsquare Retirement Washington DC 07/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-12
S63 Uniform Securities Agent State Law Examination 2007-05-12
  • S65 Uniform Investment Adviser Law Examination
    2014-06-12
  • S63 Uniform Securities Agent State Law Examination
    2007-05-12
Other Names
  • Paula Lynn Clifton

View on SEC IAPD

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