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Kevin Zickler

Investment adviser representative at Missionsquare Retirement
10 yearsExperience
4 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

10 years in the industry.

  1. Missionsquare RetirementJul 2026 to now
  2. Missionsquare Wealth ManagementJul 2026 to now
  3. Voya Financial Advisors, Inc.May 2020 to Jul 2026
  4. UpsDec 2019 to May 2020
  5. EgnyteJan 2019 to Jan 2020
  6. C.H RobinsonSep 2018 to Dec 2018
  7. Cuso Financial Services, LPMay 2016 to Sep 2018
  8. Spokane Teachers Credit UnionMay 2016 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 4 states (ID, MT, WA, 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
6142739
Firm CRD
108783
Advisor's SEC record (opens in a new tab)
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