Iowa

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Financial Planner 1
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Financial Advisor Financial Planner
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Alexandra Mickelson, MBA & CFP Candidate

CEO & Founder, Lunea Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Estate Plans, Investing, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
For me, it always comes back to impact. Women (and those who identify with feminine energy) are so often underestimated or overlooked in financial spaces—but Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Charitable Planning
  • Family Legacy Planning
  • Family Office Services
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Managing
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
240 33rd Avenue Southwest
Cedar Rapids
Iowa
52404
United States
SERVING:
All 50 States
Virtual Appointments Available
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