Stevenson Investment Management, Inc.

Stevenson Investment Management, Inc. (CRD# 117373) is a financial advisory firm headquartered in Coralville, IA. They manage $15,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Stevenson Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Richard A. Stevenson
CRD#: 4485665
930 Forest Edge Drive, Coralville, IA 52241

Richard Stevenson (CRD# 4485665) is an Investment Advisor Representative working at Stevenson Investment Management, Inc. in Coralville, IA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.