Stonefield Investment Advisory, Inc.

Stonefield Investment Advisory, Inc. (CRD# 113802) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $64,000,000 in 880 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    880
    ACCOUNTS
  • Average Account Value
    $72,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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.

CO, IA, IL

Financial Advisors at Stonefield Investment Advisory, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Patrick J. Mickelson
CRD#: 4022461
Highlands Ranch, CO
93
Wealthminder
score

Patrick Mickelson (CRD# 4022461) is an Investment Advisor Representative working at Stonefield Investment Advisory, Inc. in Highlands Ranch, CO and has over 13 years of experience in the finance industry.

2
Brian J. Murphy
CRD#: 2813135
425 Second Street S.e., Suite1200, Cedar Rapids, IA 52401
93
Wealthminder
score

Brian Murphy (CRD# 2813135) is an Investment Advisor Representative working at Stonefield Investment Advisory, Inc. in Cedar Rapids, IA and has over 21 years of experience in the finance industry.

3
Stephen R. Mickelson
CRD#: 2175835
425 2nd Street Se, Suite 1200, Cedar Rapids, IA 52401
83
Wealthminder
score

Stephen Mickelson (CRD# 2175835) is an Investment Advisor Representative working at Stonefield Investment Advisory, Inc. in Cedar Rapids, IA and has over 26 years of experience in the finance industry.

4
Andrew J. Schroeder
CRD#: 5745768
,
83
Wealthminder
score

Andrew Schroeder (CRD# 5745768) is an Investment Advisor Representative working at Stonefield Investment Advisory, Inc. in , and has over 8 years of experience in the finance industry.

5
Jon R. Werner
CRD#: 2454413
425 2nd St. Se, Ste. 1200, Cedar Rapids, IA 52401
83
Wealthminder
score

Jon Werner (CRD# 2454413) is an Investment Advisor Representative working at Stonefield Investment Advisory, Inc. in Cedar Rapids, IA and has over 24 years of experience in the finance industry.

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