Unclaimed Profile

Daniel Shay Nentl

IRONWOOD FINANCIAL, LLC·TUCSON, Arizona

Series 4, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65Clean record28 years registeredIRONWOOD FINANCIAL, LLC

1926 E. FT. LOWELL ROAD, TUCSON, AZ 85719CRD# 2278720Firm CRD# 151004

Profile Verification

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

Identity

Daniel Shay Nentl · TUCSON, AZ

Registration

CRD #2278720 · IRONWOOD FINANCIAL, LLC · 28 years registered

Brand Profile

Not yet started

Career History

IRONWOOD FINANCIAL, LLC

Oct 2009 – present

NEXT FINANCIAL GROUP, INC.

Mar 2006 – Sep 2014

TUCSON, AZ

MARATHON ADVISORS, INC

Jun 1998 – Jun 2006

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 4

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · June 25, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IRONWOOD FINANCIAL, LLC

CRD 151004 · SEC 801-70463

AUM

$456M

Regulatory assets under management

Employees

1,373 client accounts

Services offered by IRONWOOD FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IRONWOOD FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Shay Nentl offer?

Daniel Shay Nentl specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TUCSON, Arizona for a consultation.

What are Daniel Shay Nentl's credentials?

Daniel Shay Nentl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Shay Nentl located?

Daniel Shay Nentl is based in TUCSON, Arizona, working with IRONWOOD FINANCIAL, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.

How does Daniel Shay Nentl charge for services?

Daniel Shay Nentl's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IRONWOOD FINANCIAL, LLC?

IRONWOOD FINANCIAL, LLC has approximately 7 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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