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Christina A. Clemons

MISSIONSQUARE RETIREMENT
Prior Lake, MN
Some features on this profile are disabled
CRD#: 5750248
CC

Professional summary

Christina Ann Clemons, who also goes by Christina Morris, Christina Ann Morris, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Prior Lake, Minnesota and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.

Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Christina has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christina Morris | Christina Ann Morris

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Ann Clemons's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 23, 2016 - Present

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
Prior Lake, MN
Current

March 23, 2016 - Present

MISSIONSQUARE INVESTMENT SERVICES

Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
BD
CRD#: 23189
Washington, DC
Past

November 9, 2015 - February 26, 2016

OSAIC SERVICES, INC.

RIA
CRD#: 133763
MINNETONKA, MN
Past

November 6, 2015 - February 26, 2016

OSAIC SERVICES, INC.

BD
CRD#: 133763
MINNETONKA, MN
Past

August 7, 2013 - June 22, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OAKDALE, MN
Past

November 14, 2011 - June 22, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
OAKDALE, MN
Past

May 14, 2010 - September 2, 2011

MORGAN STANLEY

RIA
CRD#: 149777
BLOOMINGTON, MN
Past

March 9, 2010 - September 2, 2011

MORGAN STANLEY

BD
CRD#: 149777
BLOOMINGTON, MN

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

IAR
Colorado
(12/2/2024)
IAR
Iowa
(12/2/2024)
IAR
Kansas
(12/2/2024)
IAR
Minnesota
(3/24/2016)
RR
Minnesota
(4/18/2016)
IAR
Missouri
(12/2/2024)
IAR
Nebraska
(12/5/2024)
RR
North Dakota
(3/23/2017)
IAR
North Dakota
(4/5/2017)
IAR
South Dakota
(3/25/2016)
RR
South Dakota
(4/21/2016)
RR
Wisconsin
(3/23/2016)
IAR
Wisconsin
(3/23/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/8/2010
General Securities Representative Examination
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
Registered Investment Advisory firm - (1/19/1983 Approved)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GUIDED PATHWAYS ADVISORY SERVICES (10/30/2025)
INSURANCE CONTRACT SEPARATE ACCOUNT ADVISORY SERVICES (3/31/2025)
INSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES (3/31/2025)

Regulatory assets under management

Total Number of Accounts58,580
AUM (Assets Under Management)$ 5,959,398,729

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/27/2023
Cover Page
Report
01/27/2023
Cover Page
Report

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.

Company Information

MISSIONSQUARE RETIREMENT

CRD#: 108783Prior Lake, MN

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