Stonefield Investment Advisory, Inc.

Stonefield Investment Advisory, Inc. (CRD# 113802) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $80,000,000 in 231 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
425 2nd Street Se, Suite 1200, Cedar Rapids, IA 52401
https://www.linkedin.com/company/stonefield-investment-advisory
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $346,320
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA, LA, MN, TX

Financial Advisors at Stonefield Investment Advisory, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jon Werner, financial advisor Cedar Rapids IA
Jon R. Werner
CRD#: 2454413
425 2nd St. Se, Ste. 1200, Cedar Rapids, IA 52401

Jon Werner (CRD# 2454413) is an Investment Advisor Representative working at Stonefield Investment Advisory, Inc. in Cedar Rapids, IA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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