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Robin Rodgers Dolezal

IRONWOOD FINANCIAL, LLC·TUCSON, Arizona
Series 4, Series 7, Series 66CFPClean record22 years registeredIRONWOOD FINANCIAL, LLC
1926 E. FT. LOWELL ROAD, TUCSON, AZ 85719CRD# 4663726Firm CRD# 151004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robin Rodgers Dolezal · TUCSON, AZ
Registration
CRD #4663726 · IRONWOOD FINANCIAL, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

IRONWOOD FINANCIAL, LLC
Oct 2009 – present
NEXT FINANCIAL GROUP, INC.
Apr 2006 – Sep 2014
TUCSON, AZ
MARATHON ADVISORS, INC
Nov 2003 – Jun 2006
TUCSON, AZ
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 66
Registration record
First registered · November 10, 2003
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IRONWOOD FINANCIAL, LLC
CRD 151004 · SEC 801-70463
AUM
$456M
Regulatory assets under management
Employees
7
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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05

Frequently Asked Questions

What services does Robin Rodgers Dolezal offer?
Robin Rodgers Dolezal specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TUCSON, Arizona for a consultation.
What are Robin Rodgers Dolezal's credentials?
Robin Rodgers Dolezal holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robin Rodgers Dolezal located?
Robin Rodgers Dolezal is based in TUCSON, Arizona, working with IRONWOOD FINANCIAL, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Robin Rodgers Dolezal charge for services?
Robin Rodgers Dolezal'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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