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Cean Nicholas Kenefick-Rogers

IRONWOOD WEALTH MANAGEMENT, LLC·CHANDLER, Arizona
Series 4, Series 7, Series 24, Series 51, Series 66Clean record22 years registeredIRONWOOD 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

WLTH CAPITAL MANAGEMENT, LLC
Apr 2025 – present
IRONWOOD WEALTH MANAGEMENT, LLC
Jun 2015 – May 2025
CHANDLER, AZ
IRONWOOD FINANCIAL, LLC
Oct 2009 – Feb 2016
TUCSON, AZ
MARATHON ADVISORS, INC
Apr 2004 – Jun 2006
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 24
Series 51
Series 66
Registration record
First registered · April 14, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IRONWOOD WEALTH MANAGEMENT, LLC
CRD 200511 · SEC 801-96281
AUM
$618M
Regulatory assets under management
Employees
18
2,213 client accounts
Services offered by IRONWOOD WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at IRONWOOD WEALTH MANAGEMENT, LLC →
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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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