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Steve Mickelson profile image

Steve Mickelson

Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Red Cedar Advisory, Inc.</span>
Intro Book
Experienced financial professional with 17+ years of experience in financial planning and investment advisory.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Financial Planning
  • Strategic Planning
  • Management
  • Microsoft Office
  • Securities
  • Show all
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Bio

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Steve Mickelson is a seasoned financial professional with 17 years of experience in financial planning, strategic planning, management, and investment advisory. He has held leadership positions at Red Cedar Advisory, Inc., Stonefield Investment Advisory, and Thrivent Financial for Lutherans, providing financial planning and investment management services to individuals, families, and small businesses. He also has a strong educational background in business and human resources from the University of Northern Iowa.

Experience

  • Red Cedar Advisory, Inc.
    • 129 16th Ave. SW Cedar Rapids, Iowa, United States
    • Owner
      • Dec 2020 - Present
      • 129 16th Ave. SW Cedar Rapids, Iowa, United States
  • Stonefield Investment Advisory
    • Cedar Rapids, Iowa
    • Investment Advisor
      • Sep 2003 - Dec 2020
      • Cedar Rapids, Iowa

      We proactively serve individuals and their families, as well as small businesses, with care, discernment and understanding by offering financial planning and investment management services in order to ultimately deliver client-defined goals and a higher level of predictability.

  • Thrivent Financial for Lutherans
    • Registered Representative
      • Jul 2002 - Sep 2003
  • Lutheran Brotherhood
    • Registered Representative
      • Jun 1991 - Jul 2002

Education

  • 1985 - 1990
    University of Northern Iowa
  • 1981 - 1985
    Linn-Mar High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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