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Cean Nicholas Kenefick-rogers

Ironwood Wealth Management, LLC

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About Cean Nicholas Kenefick-rogers

Cean Nicholas Kenefick-rogers is a financial advisor with Ironwood Wealth Management, LLC. Cean is a Certified Financial Planner and a Chartered Financial Analyst. They are registered to offer investment advice in Arizona and Texas. Cean has been in the financial services industry since 2004 and has experience with both Next Financial Group, Inc. and CRI Securities, LLC. Cean specializes in financial planning, portfolio management for individuals, and educational seminars. Their firm manages over $617 million in assets under management.

Firm Information

Cean Kenefick-rogers 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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Cean Kenefick-rogers’s Registration & Firm History

AZ

03/02/2016 - Present

Ironwood Wealth Management, LLC (CHANDLER AZ)

AZ

03/29/2006 - 09/04/2014

NEXT FINANCIAL GROUP, INC. (TUCSON AZ)

AZ

03/05/2004 - 03/29/2006

CRI SECURITIES, LLC (PHOENIX AZ)

AZ

03/05/2004 - 03/29/2006

SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 02/13/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2007

Series 4 - Registered Options Principal Examination

BC

Issued 10/09/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/25/2006

Series 24 - General Securities Principal Examination

BC

Issued 03/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cean Nicholas Kenefick-rogers.
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