Kevin Zickler

MISSIONSQUARE RETIREMENT

Spokane, WA

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CRD#: 6142739

Professional summary

Kevin Zickler, who also goes by Kevin Michael Zickler, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Spokane, Washington and MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kevin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Kevin Michael Zickler

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.

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: 7/20/26. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Zickler'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

July 24, 2026 - Present

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

Spokane, WA

Current

July 24, 2026 - Present

MISSIONSQUARE WEALTH MANAGEMENT

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

CRD#: 23189

WASHINGTON, DC

Past

May 27, 2020 - July 21, 2026

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

TACOMA, WA

Past

May 22, 2020 - July 21, 2026

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

TACOMA, WA

Past

May 2, 2016 - September 14, 2018

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

Liberty Lake, WA

Past

May 2, 2016 - September 14, 2018

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

Liberty Lake, WA

Past

April 22, 2013 - April 1, 2016

EDWARD JONES

RIA

CRD#: 250

SPOKANE, WA

Past

January 25, 2013 - April 1, 2016

EDWARD JONES

CRD#: 250

SPOKANE, WA

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".

MISSIONSQUARE RETIREMENT

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.

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

Idaho
(7/30/2026)

IAR

Montana
(7/30/2026)

Washington
(7/24/2026)

IAR

Washington
(7/24/2026)

IAR

Wyoming
(7/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/12/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MISSIONSQUARE RETIREMENT

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES (2/6/2026)

GUIDED PATHWAYS ADVISORY SERVICES (2/6/2026)

INSURANCE CONTRACT SEPARATE ACCOUNT ADVISORY SERVICES (3/31/2025)

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	Cover Page	Report
01/27/2025	Cover Page	Report
10/27/2023	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.

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Advisor Monitoring

Firm Stability Insights

Kevin Zickler

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Zickler's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE WEALTH MANAGEMENT

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MISSIONSQUARE RETIREMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 3/12/2013

SIE

Date: 9/14/2018

Series 7

Date: 1/24/2013

FINRA

Current Firm

MISSIONSQUARE RETIREMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MISSIONSQUARE RETIREMENT

TRUST BUT VERIFY

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