Pat Mickelson Earns Accredited Investment Fiduciary Designation

DENVER, Nov. 17, 2017 /PRNewswire-iReach/ -- Pat Mickelson of Stonefield Investment Advisory has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360.  The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center's Code of Ethics and Conduct Standards.  On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

Mickelson, a resident of Highlands Ranch, CO, is an independent investment adviser.  He works directly for individuals and companies, managing assets in a wide range of account types including standard investment accounts, IRAs, and 401(k)s. "Earning this designation demonstrates my commitment to the fiduciary standard for the benefit of my clients.  Given the ever-changing regulatory environment, it's critical for people to understand who they are working with.  With the Accredited Investment Fiduciary designation, I have demonstrated my commitment to the highest standard of client care," said Pat Mickelson, adviser and partner at Stonefield Investment Advisory.

Fi360, based in Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) designations.

About Stonefield Investment Advisory

Stonefield, an independent Registered Investment Advisory, provides fee-based money management, creative 401(k) plans for businesses, unique retirement distribution plans, and more. Learn more at www.StonefieldInvestments.com.

About Fi360

Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter or on LinkedIn

Media Contact: Theresa Mickelson, Stonefield Investment Advisory, 319.377.7811, tmickelson@stonefield.us

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SOURCE Stonefield Investment Advisory



2017

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