Alexandra M Mickelson

Current Employers

Lunea Wealth Management

Cedar Rapids, IA • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2025-05-29

IA RA
APPROVED

Since 2025-05-29

Branch Locations

Cedar Rapids, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Iowa State University	Ames	IA	08/2013	05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Cedar Rapids	IA	08/2023	07/2024
Quantic School Of Business And Technology	Washington Dc	DC	03/2022	07/2023
Bank Of America, N.A.	Cedar Rapids	IA	09/2023	07/2024
Transamerica Financial Advisors, Inc	Centennial	CO	03/2025	04/2025
World Financial Group, Inc.	Centennial	CO	07/2024	04/2025
Junior Achievement Of Eastern Iowa	Cedar Rapids	IA	07/2024	02/2025
Jefferson High School	Cedar Rapids	IA	08/2023	06/2025
Red Cedar Advisory, Inc.	Cedar Rapids	IA	04/2023	08/2023
Student	Washington	DC	03/2022	07/2023
Stirlingshire Investments	New York	NY	02/2023	03/2023
Charles Schwab Amp; Co. Inc.	Lone Tree	CO	09/2017	01/2023
Rental Income	Cedar Rapids	IA	05/2024	Present
In The Couch Investments, Llc	Cedar Rapids	IA	04/2023	04/2025
Rotary	Cedar Rapids	IA	05/2023	12/2024
Unemployed	Denver	CO	07/2017	09/2017
Program Insurance, Inc.	Littleton	CO	09/2016	07/2017
Student	Ames	IA	08/2013	05/2017
Spark Wealth Llc	Cedar Rapids	IA	12/2024	04/2025
In The Couch Investments, Llc Dba Lunea Wealth Management	Cedar Rapids	IA	04/2025	Present
Washington High School	Cedar Rapids	IA	09/2025	Present
Ytt Design	Cedar Rapids	IA	12/2025	Present

08/2013 → 05/2017

Iowa State University

Ames, IA
08/2023 → 07/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cedar Rapids, IA
03/2022 → 07/2023

Quantic School Of Business And Technology

Washington Dc, DC
09/2023 → 07/2024

Bank Of America, N.A.

Cedar Rapids, IA
03/2025 → 04/2025

Transamerica Financial Advisors, Inc

Centennial, CO
07/2024 → 04/2025

World Financial Group, Inc.

Centennial, CO
07/2024 → 02/2025

Junior Achievement Of Eastern Iowa

Cedar Rapids, IA
08/2023 → 06/2025

Jefferson High School

Cedar Rapids, IA
04/2023 → 08/2023

Red Cedar Advisory, Inc.

Cedar Rapids, IA
03/2022 → 07/2023

Student

Washington, DC
02/2023 → 03/2023

Stirlingshire Investments

New York, NY
09/2017 → 01/2023

Charles Schwab Amp; Co. Inc.

Lone Tree, CO
05/2024 → Present

Rental Income

Cedar Rapids, IA
04/2023 → 04/2025

In The Couch Investments, Llc

Cedar Rapids, IA
05/2023 → 12/2024

Rotary

Cedar Rapids, IA
07/2017 → 09/2017

Unemployed

Denver, CO
09/2016 → 07/2017

Program Insurance, Inc.

Littleton, CO
08/2013 → 05/2017

Student

Ames, IA
12/2024 → 04/2025

Spark Wealth Llc

Cedar Rapids, IA
04/2025 → Present

In The Couch Investments, Llc Dba Lunea Wealth Management

Cedar Rapids, IA
09/2025 → Present

Washington High School

Cedar Rapids, IA
12/2025 → Present

Ytt Design

Cedar Rapids, IA

Previous Registrations

2025-03-12 → 2025-05-01

Transamerica Financial Advisors, Llc

Centennial, CO
2023-09-06 → 2024-07-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cedar Rapids, IA
2023-04-04 → 2023-08-15

Red Cedar

Cedar Rapids, IA
2019-05-28 → 2023-01-24

Charles Schwab & Co., Inc.

Lone Tree, CO
2019-05-28 → 2020-07-14

Schwab Wealth Advisory, Inc.

Lone Tree, CO

Other Businesses

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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-28
S63	Uniform Securities Agent State Law Examination	2018-08-10

S66 Uniform Combined State Law Examination

2019-05-28
S63 Uniform Securities Agent State Law Examination

2018-08-10

Other Names

Alexandra Marie Mickelson
Alexandra Marie Gonzalez
Alexandra Gonzalez
Alexandra Gonzalez

View on SEC IAPD