Moncherie Lenae Mason
Investment adviser representative at Missionsquare Retirement
14 yearsExperience
9 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
14 years in the industry.
- Missionsquare RetirementFeb 2020 to now
- Icma-rc Services, LLCFeb 2020 to now
- UnemployedAug 2019 to Jan 2020
- Global Retirement Partners, LLCDec 2017 to Aug 2019
- LPL Financial, LLCDec 2017 to Aug 2019
- Principal Life Insurance CompanyMar 2012 to Nov 2017
- Princor Financial Services CorporationMar 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 9 states (CO, IA, KS, MN, MO, ND, NE, SD, WY).
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
- 4106236
- Firm CRD
- 108783