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Lauren Alyss Chavez

Ironwood Wealth Management, LLC

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About Lauren Alyss Chavez

Lauren Chavez is an Investment Advisor Representative with Ironwood Wealth Management, LLC in Chandler, Arizona. Lauren has been in the financial services industry since 2013. Lauren has Series 7 and Series 63 securities licenses, along with a Series 65 investment advisor license and a SIE license. Lauren holds a CFP® certification. Lauren focuses on working with individuals and their families, along with providing financial advice to small businesses and retirement plans.

Firm Information

Lauren Chavez 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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Lauren Chavez’s Registration & Firm History

AZ

10/10/2019 - Present

Ironwood Wealth Management, LLC (CHANDLER AZ)

AZ

03/05/2013 - 07/25/2019

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 08/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Alyss Chavez.
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