DA
Debra J. Adair
MISSIONSQUARE RETIREMENT
Littleton, CO
Some features on this profile are disabled
CRD#: 2768770
DA
Professional summary
Debra Jean Adair, who also goes by Debra Jean Bixenmann, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Littleton, Colorado and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Debra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Debra has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Debra Jean Bixenmann
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Sutton Family Legacy, LLC. Not Investment Related. 7046 W Arlington Drive Littleton, CO 80123. Owner/President. Started 04/20/2018. 5 Hours per month. 0 hours during trading hours. rental property. | (2) Self-publishing a book; name not yet determined. Non-investment related. Publishing a book with daughter on things to do with your grandchild. 7400 W Grant Ranch Blvd, #20, Denver, CO 80123. Co-owner with daughter. Start Date: 08/2025. 20 hours per month; during securities trading hours 0. Duties: Helping publish the book, create content, etc. | (3) MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Retirement Plans Specialist. Start Date: 8/15/2011. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.
CRS (Client Relationship Summary) - RIA
Click below to view Debra Jean Adair's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 23, 2014 - Present
MISSIONSQUARE RETIREMENT
RIA
CRD#: 108783
Littleton, CO
Current
September 15, 2011 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240BD
CRD#: 23189
Washington, DC
Past
August 6, 1996 - June 24, 2003
MISSIONSQUARE INVESTMENT SERVICES
BD
CRD#: 23189
WASHINGTON, DC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION
CRD#: 108783 / SEC#: 801-18273
RIA
Registered Investment Advisory firm - (1/19/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(9/15/2011)
IAR
Colorado(12/23/2014)
IAR
Iowa(12/2/2024)
IAR
Kansas(12/2/2024)
IAR
Minnesota(12/2/2024)
IAR
Missouri(12/2/2024)
IAR
Nebraska(12/2/2024)
IAR
North Dakota(12/2/2024)
IAR
South Dakota(12/2/2024)
IAR
Wyoming(11/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION
CRD#: 108783 / SEC#: 801-18273
RIA
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Contact information
Main Address
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240
Mailing Address
Phone number
(202) 962-4600
Established
Firm type
Fiscal year end
# of Employees
599
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
