Robin Rodgers Dolezal

Employer firm

Ironwood Financial, LLC CRD 151004

$663M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2009 → Present
  Ironwood Financial, Llc
  Tucson, AZ

Previous Registrations

• 2006-04-20 → 2014-09-04
  Next Financial Group, Inc.
  Tucson, AZ
• 2003-11-10 → 2006-06-05
  Marathon Advisors, Inc
  Tucson, AZ

Other Businesses

1)IRONWOOD FINANCIAL LLC DBA IRONWOOD FINANCIAL - TUCSON; 0% TIME SPENT; 20% OWNERSHIP; CONTINUOUS TERM 2)WINTERHAVEN PUBLIC EVENTS; 501C3; 0% OWNERSHIP; 1% TIME SPENT; 0% TOTAL COMPENSATION; INDEFINITE TERM; 3)WINTERHAVEN WATER & DEVELOPMENT; 0% OWNERSHIP; 1% TIME SPENT; 0% TOTAL COMPENSATION; INDEFINITE TERM; 4)RONALD MCDONALD HOUSE; CHARITY; BOARD OF DIRECTORS; 0% OWNERSHIP; 1% TIME SPENT; 0% COMP; INDEFINITE TERM;

Exams

• S66 Uniform Combined State Law Examination
  2003-07-24

Designations

• Certified Financial Planner