Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
22 years
Location
Big Moose Township, ME
MissionSquare Retirement
Multi-team
Bree Cota is a financial advisor with MissionSquare Retirement holding Series 65 and Series 63 licenses and has 22 years of industry experience. She has been with ICMA-RC Services since 2015. Outside of advising, she is a member of Mahogany Ridge, LLC, a non-investment related business planning potential rental property management. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.
Based on MissionSquare Retirement
$0 - $100,000: 0.50% $100,001 - $300,000: 0.40% $300,001 - $500,000: 0.30% $500,001+: 0.20%
Big Moose Township, ME
Big Moose Township ME
Advisors at this office
1
Connecticut · Delaware · Maine · Maryland · New Hampshire · New Jersey · New York · Ohio · Pennsylvania · Rhode Island · Vermont · West Virginia
22 years of industry experience
ICMA-RC Services
2015 - Present • 11 years
Washington, DC
Guidance Point Retirement Services, LLC
2012 - 2015 • 3 years
ME
Guidance Point Advisors, LLC
2012 - 2015 • 3 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Sangerville, ME
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Graham Goulette is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and one year of industry experience. His professional background includes roles at Piscataquis Community High School and French Foundations, along with long-term work in real estate as an associate broker with Berkshire Hathaway HomeServices Northeast Real Estate. Outside of advising, he serves as an assistant varsity basketball coach at Piscataquis Community High School. United Planners Financial Services is a national wealth-management firm serving a broad client base that includes individuals, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a mix of custodians, third-party managers, and platform programs, with a notable emphasis on non-discretionary account management.
Series 63, Series 65
Sangerville, ME
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Kamron Kimball is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has held roles at several insurance firms and operates his own entities, including Kimball Korp. Outside of his advisory work, he serves as treasurer for Masons Mt. Kineo Lodge 109 and coaches basketball at PCES Athletics. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, and features a limited partnership ownership structure primarily held by its financial professionals.
Series 63, Series 65
Sangerville, ME
Ameriprise
Michael Wark is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
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