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Cean Nicholas Kenefick-Rogers

IRONWOOD WEALTH MANAGEMENT, LLC·CHANDLER, Arizona
Clean recordIRONWOOD WEALTH MANAGEMENT, LLC
SAN TAN CORPORATE CENTER, CHANDLER, AZ 85226CRD# 4751006Firm CRD# 200511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cean Nicholas Kenefick-Rogers · CHANDLER, AZ
Registration
CRD #4751006 · IRONWOOD WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cean Nicholas Kenefick-Rogers is a registered financial advisor based in CHANDLER, Arizona, affiliated with IRONWOOD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
IRONWOOD WEALTH MANAGEMENT, LLC
IRONWOOD WEALTH MANAGEMENT, LLC
AUM
$618M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at IRONWOOD WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4751006
Firm CRD# 200511
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cean Nicholas Kenefick-Rogers offer?
Cean Nicholas Kenefick-Rogers specializes in Financial Planning, Investment Management. Contact their office in CHANDLER, Arizona for a consultation.
What are Cean Nicholas Kenefick-Rogers's credentials?
Cean Nicholas Kenefick-Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cean Nicholas Kenefick-Rogers located?
Cean Nicholas Kenefick-Rogers is based in CHANDLER, Arizona, working with IRONWOOD WEALTH MANAGEMENT, LLC. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does Cean Nicholas Kenefick-Rogers charge for services?
Cean Nicholas Kenefick-Rogers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRONWOOD WEALTH MANAGEMENT, LLC?
IRONWOOD WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $618M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeff Tolonen
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