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Steve Mickelson Location
Cedar Rapids, IA, US
Steve Mickelson Work
Owner @ (December 2020 - Present)
Investment Advisor @ (September 2003 - December 2020)
Registered Representative @ (July 2002 - September 2003)
Registered Representative @ Lutheran Brotherhood (June 1991 - July 2002)
Steve Mickelson Education
University of Northern Iowa
Bachelor of Arts (B.A.) (Business, Human Resources)
1985-1990
Linn-Mar High School 1981-1985
Steve Mickelson Skills
401(k) Retirement Savings Plans
401k
Asset Allocation
Finance
Financial Advisory
Financial Planning
High Net Worth Individuals
Insurance
Investment Advisory
Investment Management
Investments
Management
Microsoft Office
Mutual Funds
Registered Investment Advisor
Retirement
Retirement Planning
Securities
Strategic Planning
Wealth Management
Wealth Management Services
401k Retirement Savings Plans
Microsoft Excel
ACLS
Sales
Financial Analysis
Valuation
401 Retirement Savings Plans
Steve Mickelson Summary
Steve Mickelson, based in Cedar Rapids, IA, US, is currently a Owner at Red Cedar Advisory, Inc.. Steve Mickelson brings experience from previous roles at Stonefield Investment Advisory, Thrivent Financial for Lutherans and Lutheran Brotherhood. Steve Mickelson holds a 1985 - 1990 Bachelor of Arts (B.A.) in Business, Human Resources @ University of Northern Iowa. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Asset Allocation, Finance, Financial Advisory and more. Steve Mickelson has 3 emails and 2 mobile phone numbers on RocketReach.
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