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Michelle Renae Young

Missionsquare Retirement

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About Michelle Renae Young

Michelle Renae Young is a financial advisor with Missionsquare Retirement. Michelle has been in the industry since 2004. She has a Series 6, 7TO, 63, and 65 license and is a Certified Financial Planner. Michelle specializes in financial planning and portfolio management for individuals and businesses. Michelle has been registered with Missionsquare Retirement since 2020 and has previous experience working at ICMA-RC SERVICES, LLC and USAA INVESTMENT MANAGEMENT COMPANY.

Firm Information

Michelle Young 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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Michelle Young’s Registration & Firm History

TX

12/15/2020 - Present

Missionsquare Retirement (SAN ANTONIO TX)

DC

06/14/2004 - 04/30/2018

ICMA-RC SERVICES, LLC (WASHINGTON DC)

TX

03/28/2001 - 08/19/2003

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 04/29/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Renae Young.
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