Alexandra M. Mickelson

LUNEA WEALTH MANAGEMENT

CEDAR RAPIDS, IA

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CRD#: 6857146

Professional summary

Alexandra M Mickelson, who also goes by Alexandra Marie Gonzalez, Alexandra Gonzalez, Alexandra Marie Mickelson, is a registered financial advisor currently at LUNEA WEALTH MANAGEMENT located in Cedar Rapids, Iowa.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alexandra has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexandra Marie Gonzalez | Alexandra Gonzalez | Alexandra Marie Mickelson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RENTAL INCOME/Investment Related - No/1068 27th Street NE Cedar Rapids, IA 52402 720-438-0796/Rent a room out in my home./Landlord/05.2024/5/0/Maintain property and living situation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra M Mickelson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 29, 2025 - Present

LUNEA WEALTH MANAGEMENT

RIA

CRD#: 336177

CEDAR RAPIDS, IA

Past

March 14, 2025 - May 1, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

Centennial, CO

Past

March 12, 2025 - May 1, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

Centennial, CO

Past

September 6, 2023 - July 2, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CEDAR RAPIDS, IA

Past

September 6, 2023 - July 2, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CEDAR RAPIDS, IA

Past

April 4, 2023 - August 15, 2023

RED CEDAR

RIA

CRD#: 298677

CEDAR RAPIDS, IA

Past

February 1, 2023 - April 18, 2023

STIRLINGSHIRE INVESTMENTS

CRD#: 310576

NEW YORK CITY, NY

Past

July 14, 2020 - January 24, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

May 28, 2019 - May 29, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

May 28, 2019 - July 14, 2020

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Lone Tree, CO

Past

July 23, 2018 - January 24, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(5/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/28/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/10/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/23/2018

General Securities Representative Examination

Current Firm

LUNEA WEALTH MANAGEMENT

IN THE COUCH INVESTMENTS, LLC | LUNEA WEALTH MANAGEMENT

CRD#: 336177 / SEC#:

Iowa

Registered Investment Advisory firm - (5/29/2025 Approved)

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Contact information

Main Address

Cedar Rapids, IA

Mailing Address

Phone number

(720) 438-0796

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Alexandra M. Mickelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra M Mickelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RED CEDAR

STIRLINGSHIRE INVESTMENTS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/2019

Series 63

Date: 8/10/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/23/2018

Current Firm

LUNEA WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

LUNEA WEALTH MANAGEMENT

TRUST BUT VERIFY

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