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Detailed Report
Kevin Norbert Linsmeier
CRD#: 7402859
IA
Investment Adviser
B
Broker
MISSIONSQUARE RETIREMENTCRD#: 108783 De Forest, WI
MISSIONSQUARE INVESTMENT SERVICESCRD#: 23189 De Forest, WI
Registration History
2021202220232024202520262 FIRMS2021 - 2022 (<1 year)2 FIRMS2022 - Present (2 years)
License(s)

State Registrations

IA
Illinois 12/11/2024
B
Wisconsin 4/22/2022
IA
Indiana 12/2/2024
IA
Wisconsin 4/22/2022
IA
Michigan 4/22/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
MISSIONSQUARE INVESTMENT SERVICES (CRD#:23189)
De Forest, WI
Registered with this firm since 4/22/2022
IA
MISSIONSQUARE RETIREMENT (CRD#:108783)
De Forest, WI
Registered with this firm since 4/22/2022
Previous Registration(s)
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B
 10/11/2021 - 04/15/2022 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) JANESVILLE, WI
IA
 12/01/2021 - 04/07/2022 RETIREMENT PLAN ADVISORS, LLC (CRD#:122758) Janesville, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.