Alexandra Mickelson
Lunea Wealth Management · Cedar Rapids, Iowa
Alexandra Mickelson is a fee-only financial advisor at Lunea Wealth Management in Cedar Rapids, Iowa. Alexandra charges a one-time planning fee and an ongoing planning fee.
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Who they serve
- Mid-life transitions
- Divorced individuals
- Founders
Facts
| Firm | Lunea Wealth Management |
|---|---|
| Based in | Cedar Rapids, Iowa |
| Fee model | One-time planning fee · Ongoing planning fee |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in IA · CRD 6857146 |
| Exams passed | Series 63 (2018) · Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.luneawealth.com |
| Profile |
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Questions about Alexandra
Is Alexandra Mickelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and Lunea Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexandra charge for financial advice?
Alexandra charges a one-time planning fee and an ongoing planning fee.
Where is Alexandra Mickelson based?
Alexandra Mickelson is based in Cedar Rapids, Iowa.
Is Alexandra Mickelson registered with the SEC?
Yes. Alexandra Mickelson is registered as an investment adviser representative in IA (CRD 6857146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Alexandra Mickelson?
Through Alexandra's website, www.luneawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lunea Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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