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Donald Jeff Spindle

Missionsquare Retirement

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About Donald Jeff Spindle

Donald Jeff Spindle is a registered investment advisor representative with Missionsquare Retirement, located in WASILLA, Alaska. Donald Jeff Spindle has been in the industry since November 3, 2007 and has been registered with Missionsquare Retirement since July 17, 2015. Prior to Missionsquare Retirement, Donald Jeff Spindle was employed with ICMA-RC SERVICES, LLC, in OLYMPIA, Washington. Donald Jeff Spindle holds Series 6, 63, and 65 licenses and the SIE exam. Donald Jeff Spindle has been registered with the state of Alaska since January 28, 2015. Donald Jeff Spindle specializes in portfolio management for individuals and businesses.

Firm Information

Donald Spindle 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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Donald Spindle’s Registration & Firm History

AK

07/17/2015 - Present

Missionsquare Retirement (WASILLA AK)

WA

01/10/2000 - 09/12/2006

ICMA-RC SERVICES, LLC (OLYMPIA WA)

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Licenses & Designations

IA

Issued 06/05/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Jeff Spindle.
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