Stephen Mickelson is a registered investment advisor at Red Cedar, based in Cedar Rapids, IA, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 155 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.88% |
Fees are negotiable. Client relationships may be established for which the fees are higher or lower than the fee schedules provided.
Fee Estimator
Location
129 16th Avenue Sw, Cedar Rapids, IA, 52404
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2012Customer Dispute
June 2012Other Business Activities
Stephen works as a soccer referee since 2022, dedicating a few hours per week to this activity. This activity is not investment-related.
Employment History
Current Registrations
Red Cedar
Previous Registrations
Cetera Advisors LLCBroker
Pacific West Securities, INC.Broker
Stonefield Investment Advisory, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.