Mary Jean Rorvik
Investment adviser representative at Missionsquare Retirement
12 yearsExperience
2 statesRegistered in
$6.3BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Missionsquare RetirementJun 2022 to now
- LPL Financial, LLCNov 2019 to Jun 2022
- U.S. Bancorp Investments, Inc.Jul 2018 to Nov 2019
- US BankJul 2018 to Nov 2019
- TIAAOct 2014 to Jun 2018
- TIAA-CREF Individual & Institutional Services, LLCOct 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
Missionsquare Retirement
Legal name: International City Management Association Retirement Corporation
$6.3BAssets managed
40,527Clients
132Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2377618
- Firm CRD
- 108783