STONEFIELD INVESTMENT ADVISORY, INC.
CRD #113802 SEC #801-134194 CEDAR RAPIDS, IA 319-377-7811
SEC Registered
Total AUM
$108M
Discretionary
$108M
Employees
2
Clients
0
Accounts
218
Firm Details
- Organization Type
- Corporation
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| MICKELSON, STEPHEN, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| WERNER, JON, ROBERT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (7)
CO FL IA IL LA MN TX
Address
425 2ND STREET SESUITE 1200
CEDAR RAPIDS, IA 52401-1818
United States
Phone: 319-377-7811