Stephen Mickelson
Red Cedar Advisory · Cedar Rapids, Iowa
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.
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Facts
| Firm | Red Cedar Advisory |
|---|---|
| Based in | Cedar Rapids, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $40.7M across 305 accounts |
| SEC registration | Investment adviser representative in IA, TX · CRD 2175835 |
| Exams passed | Series 63 (1991) · Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | redcedaradvisory.com |
| Profile |
How Stephen's firm compares
- Red Cedar Advisory's average account is about $133,000, from its Form ADV (assets managed divided by 305 accounts).
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Questions about Stephen
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.
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
- Red Cedar Advisory 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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