Rydan Durant Case

Employer firm

Ironwood Wealth Management, LLC CRD 200511

$608M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Ironwood Wealth Management, Llc.
  Phoenix, AZ

Previous Registrations

• 2009-12-04 → 2016-02-03
  Ironwood Financial, Llc
  Tucson, AZ

Other Businesses

1) SINCE 1/2013, DOT DOT DOT, LLC; CORP; NON INVESTMENT RELATED EVENT PLANNING CLUB; 100% OWNERSHIP; APPROXIMATELY 2 HOURS PER MONTH IS DEVOTED TO THIS ENTITY; DIRECTOR; PLAN TRIPS; TERM INDEFINITE; 2) Since 7/2018, EO Orange County; not investment-related, 101 Main St, Ste 220, Huntington Beach, CA 92648; Non-Profit Organization that promotes small business growth and education; Past Presidents' Council Member; approximately 2 hours a quarter is devoted to this entity during trading hours and an additional 2 hours a quarter during non trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Rydan D Case