# Stephen Mickelson

> Stephen Mickelson is a fee-only financial advisor at Red Cedar Advisory in Cedar Rapids, Iowa. Red Cedar Advisory reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-mickelson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Red Cedar Advisory
- **Based in:** Cedar Rapids, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $40.7M across 305 accounts
- **CRD:** 2175835 (https://adviserinfo.sec.gov/individual/summary/2175835)
- **SEC registration:** Investment adviser representative in IA, TX
- **Exams passed:** Series 63 (1991), Series 66 (2003)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://redcedaradvisory.com

## Frequently asked questions

### Is Stephen Mickelson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Red Cedar Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Red Cedar Advisory, reports charging a percentage of assets on its SEC Form ADV.

### Where is Stephen Mickelson based?

Stephen Mickelson is based in Cedar Rapids, Iowa.

### Is Stephen Mickelson registered with the SEC?

Yes. Stephen Mickelson is registered as an investment adviser representative in IA and TX (CRD 2175835), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Red Cedar Advisory manage?

Red Cedar Advisory reports $40.7M across 305 accounts in assets under management.

### How do I contact Stephen Mickelson?

Through Stephen's website, redcedaradvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2175835): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://redcedaradvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.