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Denise Nicole Crawford

Missionsquare Retirement

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About Denise Nicole Crawford

Denise Nicole Crawford is a registered investment advisor representative with Missionsquare Retirement. Denise has been in the industry since April 6, 2018. Denise has a Series 6, Series 7TO, Series 63, and Series 65 license. She has a total of 5 licenses and registrations in the following states: Missouri and Kansas. Missionsquare Retirement is a registered investment advisor with the SEC. The firm has offices in Kansas City, MO and Washington, DC. Missionsquare Retirement is a fee-based advisor. The firm manages assets for individuals, high net worth individuals, and institutions. Denise is located in Kansas City, MO.

Firm Information

Denise Crawford is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Denise Crawford’s Registration & Firm History

MO

08/10/2018 - Present

Missionsquare Retirement (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 08/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denise Nicole Crawford.
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