Unclaimed
Kevin Linsmeier is a registered investment advisor representative of Missionsquare Retirement. Kevin Linsmeier has been in the industry for several years and holds Series 7TO, SIE, and Series 66 licenses. He is licensed to provide investment advice in Wisconsin, Michigan, Illinois, and Indiana. Kevin Linsmeier previously worked at Cambridge Investment Research, Inc. and the City of Madison Police Department. Kevin Linsmeier works with individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
WI
04/22/2022 - Present
Missionsquare Retirement (De Forest WI)
WI
10/11/2021 - 04/15/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (JANESVILLE WI)
BOTH
Issued 11/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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