KL
Kevin N. Linsmeier
MISSIONSQUARE RETIREMENT
De Forest, WI
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CRD#: 7402859
KL
Professional summary
Kevin Norbert Linsmeier is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in De Forest, Wisconsin and MISSIONSQUARE INVESTMENT SERVICES 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 2021. Kevin has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name: City of Madison Police Department. Non-investment related. Address: 211 S. Carroll St, Madison, WI 53703. Nature of Business: Madison Police Department provides law enforcement services. Position: Retired law enforcement officer. Start Date: 05/21/1990. Number of hours/month: 0-10; all during security trading hours. Duties: I was employed as a Police Officer/Detective by the City of Madison Police from May of 1990 through May of 2021. When I retired from the Madison Police Department on 05/03/2021, I had an unknown amount of criminal cases that were ongoing and not complete. Since the courts re-opened, the criminal cases that I investigated are finally being scheduled. When one of the criminal cases that I investigated is scheduled, it is normal for me to be issued a subpoena (by the court), that compels me to testify in court at a later date and time.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Norbert Linsmeier'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
April 22, 2022 - Present
MISSIONSQUARE RETIREMENT
RIA
CRD#: 108783
De Forest, WI
Current
April 22, 2022 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240BD
CRD#: 23189
Washington, DC
Past
December 1, 2021 - April 7, 2022
RETIREMENT PLAN ADVISORS, LLC
RIA
CRD#: 122758
Janesville, WI
Past
October 11, 2021 - April 15, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
JANESVILLE, WI
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
Illinois(12/11/2024)
IAR
Indiana(12/2/2024)
IAR
Michigan(4/22/2022)
RR
Wisconsin(4/22/2022)
IAR
Wisconsin(4/22/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2021
General Securities Representative ExaminationGeneral 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
Registered Investment Advisory firm - (1/19/1983 Approved)Upgrade to AdvisorCheck Premium
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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.
