Unclaimed Profile

Rydan Durant Case

IRONWOOD WEALTH MANAGEMENT, LLC·CHANDLER, Arizona

Series 7, Series 66CFP ChFCClean record16 years registeredIRONWOOD WEALTH MANAGEMENT, LLC

SAN TAN CORPORATE CENTER, CHANDLER, AZ 85226CRD# 4438280Firm CRD# 200511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rydan Durant Case · CHANDLER, AZ

Registration

CRD #4438280 · IRONWOOD WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

IRONWOOD WEALTH MANAGEMENT, LLC

May 2015 – present

IRONWOOD FINANCIAL, LLC

Dec 2009 – Feb 2016

TUCSON, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 4, 2009

Years registered · 16

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IRONWOOD WEALTH MANAGEMENT, LLC

CRD 200511 · SEC 801-96281

AUM

$618M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Rydan Durant Case offer?

Rydan Durant Case specializes in Financial Planning, Investment Management. Contact their office in CHANDLER, Arizona for a consultation.

What are Rydan Durant Case's credentials?

Rydan Durant Case holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Rydan Durant Case located?

Rydan Durant Case 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 Rydan Durant Case charge for services?

Rydan Durant Case'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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