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Shelby Newell

Ironwood Wealth Management, LLC

Chandler, AZ

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Current Employers
Ironwood Wealth Management, Llc

San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-06-12
  • AZ RA
    APPROVED
    Since 2026-06-12

Branch Locations

San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 06/2016 10/2018
Morgan Stanley Indianapolis IN 10/2018 11/2019
Morgan Stanley Private Bank, N.A. New York NY 10/2018 11/2019
Bkd Wealth Advisors Indianapolis IN 12/2019 05/2022
Forvis Wealth Advisors, Llc Chicago IL 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Phoenix AZ 06/2024 05/2026
Ironwood Wealth Management, Llc Chandler AZ 05/2026 Present
  • 06/2016 → 10/2018
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 10/2018 → 11/2019
    Morgan Stanley
    Indianapolis, IN
  • 10/2018 → 11/2019
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 12/2019 → 05/2022
    Bkd Wealth Advisors
    Indianapolis, IN
  • 06/2022 → 05/2024
    Forvis Wealth Advisors, Llc
    Chicago, IL
  • 06/2024 → 05/2026
    Forvis Mazars Wealth Advisors Llc
    Phoenix, AZ
  • 05/2026 → Present
    Ironwood Wealth Management, Llc
    Chandler, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-20
S63 Uniform Securities Agent State Law Examination 2016-09-23
  • S66 Uniform Combined State Law Examination
    2018-11-20
  • S63 Uniform Securities Agent State Law Examination
    2016-09-23
Designations
Other Names
  • Shelby H G Newell

View on SEC IAPD

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Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

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