Advisor at Missionsquare Retirement
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.
Location
Big Moose Township, ME
Credentials
Series 63, Series 65
Industry experience
22 years
Bree Cota is a financial advisor with Missionsquare Retirement, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with ICMA-RC Services since 2015. Bree is a member of Mahogany Ridge, LLC, a non-investment business focused on potential future rental properties. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with 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
Connecticut · Delaware · Maine · Maryland · New Hampshire · New Jersey · New York · Ohio · Pennsylvania · Rhode Island · Vermont · West Virginia
ICMA-RC Services
2015 - Present (11 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 beginning his advisory career in 2025. Prior to joining United Planners, he worked for the National Marine Fisheries Service for 16 years and has been an associate broker with Berkshire Hathaway HomeServices Northeast Real Estate since 2005. He is also an assistant varsity basketball coach at Piscataquis Community High School. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.
Series 63, Series 65
Sangerville, ME
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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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