Daniel Kierath
Investment adviser representative at Missionsquare Retirement
11 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
11 years in the industry.
- Missionsquare RetirementAug 2023 to now
- Missionsquare Investment ServicesAug 2023 to now
- Landmark FinancialJan 2022 to Jul 2023
- Pfs Investments Inc.Dec 2020 to Jul 2023
- Toca ImpactMay 2020 to Jan 2021
- Primerica Financial ServicesApr 2020 to Jul 2023
- Wuppertaler S.V.Jun 2019 to Feb 2020
- Furman LibraryJan 2018 to May 2019
- Furman UniversityJul 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AL, GA).
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
- 7319721
- Firm CRD
- 108783