Advisor at Lunea Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lunea Wealth Management
Location
Cedar Rapids, IA
Credentials
Series 63, Series 66
Industry experience
6 years
Alexandra Mickelson is a financial advisor at Lunea Wealth Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Merrill. Alexandra is involved with Junior Achievement of Eastern Iowa and has experience in educational settings. Lunea Wealth Management provides investment management, financial planning, and consulting services to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative methods with an emphasis on asset allocation and Modern Portfolio Theory, offering both discretionary account management and project-based planning.
Based on Lunea Wealth Management
Based on Lunea Wealth Management
Project-Based Financial Planning fixed fees: $1,000 (Lunea Spark) and $4,000 to $8,000 (Lunea Glow); Estate Planning Assistance flat fee $800; Educational seminars $0 to $25,000 per seminar
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
$300 per hour for hourly consulting services
Minimum fee: Initial fee of $4,000 for comprehensive financial plan (Lunea Aurora) Fee-only: Fee-only firm; compensation only from clients for services
Cedar Rapids, IA
Iowa
YTT Design
2025 - Present (1 year)
Washington High School
2025 - Present (1 year)
In the Couch Investments, LLC DBA Lunea Wealth Management
2025 - Present (1 year)
Transamerica Financial Advisors, Inc
2025 - 2025 (1 year)
Spark Wealth LLC
2024 - 2025 (1 year)
World Financial Group, INC.
2024 - 2025 (1 year)
Junior Achievement of Eastern Iowa
2024 - 2025 (1 year)
Rental Income
2024 - Present (2 years)
BANK of AMERICA, N.A.
2023 - 2024 (1 year)
Jefferson High School
2023 - 2025 (2 years)
Merrill
2023 - 2024 (1 year)
Rotary
2023 - 2024 (1 year)
In the Couch Investments, LLC
2023 - 2025 (2 years)
Red Cedar Advisory, Inc.
2023 - 2023 (1 year)
Stirlingshire Investments
2023 - 2023 (1 year)
Student
2022 - 2023 (1 year)
Quantic School of Business and Technology
2022 - 2023 (1 year)
CHARLES SCHWAB amp; CO. INC.
2017 - 2023 (6 years)
Unemployed
2017 - 2017 (1 year)
Program Insurance, Inc.
2016 - 2017 (1 year)
Auctorís
2016 - 2016 (1 year)
Iowa State University - Foodstores
2015 - 2016 (1 year)
Student
2013 - 2017 (4 years)
Iowa State University
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Marion, IA
Lexington Capital, LLC
Series 65, Series 66
Cedar Rapids, IA
Ares-Bound Capital
Series 63, Series 65
Marion, IA
TRUEWEALTH STEWARDSHIP, LLC
CFP®, Series 63
Cedar Rapids, IA
Busbee Wealth Advisors LLC
Series 63, Series 66
Queen Creek, AZ
Bridgeway Wealth Management, LLC
Series 63
Cedar Rapids, IA
Stonefield Investment Advisory, Inc.
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