Red Cedar
Firm details
- Headquarters
- Cedar Rapids, Iowa
- CRD number
- 298677
- Website
- redcedaradvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals70.32%
- HNWI29.68%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Red Cedar is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families on a fee‑for‑assets basis and focuses on financial planning, portfolio management for individuals and small businesses, and market‑timing services. Red Cedar does not identify as an active ESG investor, is not positioned as a multi‑state adviser, and does not list pension consulting or capital allocation as part of its remit.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents99%
- Exchange Traded Equities1%
Contacts
1 of 1
Stephen Mickelson
OwnerCRD 2175835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cedar Rapids, IA
Linn
Location
Cedar Rapids, IA
Headquartered in Cedar Rapids, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.
- Metro area
- Cedar Rapids-Iowa City, IA
- Region
- Midwest
- County
- Linn
- Address
- 129 16th Ave Sw
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Busbee Wealth Advisors LLC
RIACedar Rapids, IA
Balanced Investment Advisors, LLC
RIACedar Rapids, IA
Grit Family Office, LLC
RIACedar Rapids, IA
Stonefield Investment Advisory, Inc.
RIACedar Rapids, IA
Bridgeway Wealth Management, LLC
RIACedar Rapids, IA
Cedar Point Capital Partners, LLC
RIACedar Rapids, IA