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STONEFIELD INVESTMENT ADVISORY, INC.
STONEFIELD INVESTMENT ADVISORY, INC.
CEDAR RAPIDS, Iowa
·
2 registered advisors
·
CRD# 113802
SEC# 801-69524
319-377-7811
01
Firm Overview
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STONEFIELD INVESTMENT ADVISORY, INC.
2 registered advisors
Jon Robert Werner
CEDAR RAPIDS, Iowa
CRD# 2454413
Stephen Robert Mickelson
CEDAR RAPIDS, Iowa
CRD# 2175835
05
Office Locations
CEDAR RAPIDS, Iowa
2 advisors
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Data sourced from SEC Form ADV filings. STONEFIELD INVESTMENT ADVISORY, INC. (CRD# 113802) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.