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Jeff Tolonen

IRONWOOD WEALTH MANAGEMENT, LLC·CHANDLER, Arizona
Unclaimed Profile
SAN TAN CORPORATE CENTER, CHANDLER, AZ 85226CRD# 7243519Firm CRD# 200511
01

About

Jeff Tolonen 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
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# 7243519
Firm CRD# 200511
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeff Tolonen offer?
Jeff Tolonen specializes in Financial Planning, Investment Management. Contact their office in CHANDLER, Arizona for a consultation.
What are Jeff Tolonen's credentials?
Jeff Tolonen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Tolonen located?
Jeff Tolonen 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 Jeff Tolonen charge for services?
Jeff Tolonen'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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Other advisors in CHANDLER
Rydan Durant Case — IRONWOOD WEALTH MANAGEMENT, LLCLeonard Edward Templeton — TEMPLETON FINANCIAL SERVICES INC.Tim Lee Wolf — FINANCIAL CONCEPTS, INC.Brian Wiscombe — STONECREST WEALTH MANAGEMENT, INCKristi Lee Gauthier — STRATEGIC INCOME GROUP LLC
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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