Keith Douglas Penewit
Investment adviser representative at Missionsquare Wealth Management
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Missionsquare Wealth ManagementFeb 2026 to now
- Missionsquare Investment ServicesApr 2022 to now
- Bank of America, N.A.Sep 2018 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Apr 2022
- Fred MeyerAug 2004 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Missionsquare Wealth Management
Legal name: Icma-rc Services, LLC
$0Assets managed
0Clients
24Advisers
Under 1 yearIn 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
- 7005795
- Firm CRD
- 23189