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Alexander David Marek

Ironwood Wealth Management, LLC

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About Alexander David Marek

Alexander David Marek is a registered Investment Advisor Representative with Ironwood Wealth Management, LLC. Alexander has been in the financial services industry since 1997 and has experience working with high-net-worth individuals and pension and profit-sharing plans. Alexander holds Series 7, 63, and 65 licenses. Ironwood Wealth Management, LLC is headquartered in Chandler, Arizona and has approximately $617.5 million in assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals and families.

Firm Information

Alexander Marek is currently registered with Ironwood Wealth Management, LLC. Ironwood Wealth Management, LLC is a Registered Investment Advisor based in Chandler, Arizona. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Ironwood Wealth Management currently manages over $617 million in assets for approximately 2,200 clients.
Ironwood Wealth Management, LLC

SAN TAN CORPORATE CENTER

CHANDLER, AZ 85226

$617.58M

Assets Under Management

7

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Marek’s Registration & Firm History

AZ

02/26/2016 - Present

Ironwood Wealth Management, LLC (CHANDLER AZ)

AZ

04/04/2006 - 09/04/2014

NEXT FINANCIAL GROUP, INC. (TUCSON AZ)

AZ

07/18/1997 - 04/13/2006

CRI SECURITIES, LLC (PHOENIX AZ)

AZ

07/18/1997 - 04/13/2006

SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 06/01/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander David Marek.
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