Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Norbert Linsmeier

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Norbert Linsmeier

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.

Firm Information

Kevin Linsmeier 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.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Linsmeier’s Registration & Firm History

WI

04/22/2022 - Present

Missionsquare Retirement (De Forest WI)

WI

10/11/2021 - 04/15/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (JANESVILLE WI)

Not sure if Kevin Norbert Linsmeier is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Norbert Linsmeier.
Not sure if Kevin Norbert Linsmeier is right for you?