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Missionsquare Retirement CRD 108783
$6.31B regulatory AUM 3,264 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-06-22 |
| NE | RA | APPROVED | 2024-12-05 |
| CO | RA | APPROVED | 2024-12-02 |
| IA | RA | APPROVED | 2024-12-02 |
| KS | RA | APPROVED | 2024-12-02 |
| MO | RA | APPROVED | 2024-12-02 |
| ND | RA | APPROVED | 2017-04-05 |
| SD | RA | APPROVED | 2016-03-25 |
| MN | RA | APPROVED | 2016-03-24 |
| WI | RA | APPROVED | 2016-03-23 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Prior Lake, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma-Rc | Washington | DC | 02/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-06 |
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