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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-07-2018
- Office Locations
- 1
Office Locations
About RED Cedar
Red Cedar Advisory is an independent, fiduciary-registered investment adviser in Cedar Rapids, IA, providing financial planning and portfolio construction/asset management for individuals and entrepreneurs, including retirement, estate, insurance, and business-succession planning. The firm emphasizes advice free of corporate affiliation and custodies through Charles Schwab.
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Investment Themes
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Owner & Executives
STEPHEN ROBERT MICKELSON
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #2175835
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,678,917 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,678,917 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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