Nancy
Lange
Missionsquare Retirement
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About this Advisor
Nancy Lange is a certified financial planner working in Washington, District Of Columbia with a total of 12 years of industry experience. Lange is an advisor for Missionsquare Retirement. They have spent their entire employment at Missionsquare Retirement. Lange maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in District Of Columbia, Kentucky, Michigan, Ohio and Wisconsin. Missionsquare Retirement is a business operating out of Washington, DC. It has offices in nine locations and a total of 608 advisors. It oversees $641 million in assets between its one customer accounts, making it one of the larger firms in the United States by assets under management. Missionsquare Retirement provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely are based on which service is offered. Fees charged by Missionsquare Retirement typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Missionsquare Retirement Brokerage Details
$641,022,740
608
1
$641,022,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nancy Lange Work History
Nancy has been registered as a financial advisor for 12 years.*
Icma Retirement Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nancy Lange to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Missionsquare Retirement
Charlotte, NC
Washington, DC
New Rochelle, NY
Washington, DC
Washington, DC
La Mesa, CA
Washington, DC
Washington, DC
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.