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Robin Rodgers Dolezal

Ironwood Financial, LLC

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About Robin Rodgers Dolezal

Robin Rodgers Dolezal is an investment advisor representative with Ironwood Financial, LLC in TUCSON, Arizona. Robin has been in the industry for over 17 years and has held prior roles with NEXT FINANCIAL GROUP, INC., CRI SECURITIES, LLC, and SECURIAN FINANCIAL SERVICES, INC. Robin's primary registrations are in the state of Arizona as a Registered Investment Advisor. Robin has earned the Certified Financial Planner designation and is experienced in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Robin Dolezal is currently registered with Ironwood Financial, LLC. Ironwood Financial, LLC is a Tucson, AZ-based investment advisor with 11 licensed agents and investment advisor representatives. The firm manages $574,853,371 in assets for individuals, corporations, pension plans, and charitable organizations. Ironwood Financial offers financial planning, pension consulting, and portfolio management services.
Ironwood Financial, LLC

1926 E. FT. LOWELL ROAD

TUCSON, AZ 85719

$574.85M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Robin Dolezal’s Registration & Firm History

AZ

10/08/2009 - Present

Ironwood Financial, LLC (TUCSON AZ)

AZ

04/05/2006 - 09/04/2014

NEXT FINANCIAL GROUP, INC. (TUCSON AZ)

AZ

07/04/2003 - 04/06/2006

CRI SECURITIES, LLC (TUCSON AZ)

AZ

07/04/2003 - 04/06/2006

SECURIAN FINANCIAL SERVICES, INC. (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 07/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2008

Series 4 - Registered Options Principal Examination

BC

Issued 07/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robin Rodgers Dolezal.
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