Best Investors Account Sign in
Inactive

Barrett A. Geist

Ironwood Investment Counsel, LLC

Scottsdale, AZ

CRD 7345807

Claim This Profile
Employer firm

Ironwood Investment Counsel, LLC CRD 110623

$1.76B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Ironwood Investment Counsel, Llc

6263 N. Scottsdale Road Suite 200, Scottsdale, AZ 85250 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-02-10
TX RA APPROVED 2021-03-15
  • AZ RA
    APPROVED
    Since 2022-02-10
  • TX RA
    APPROVED
    Since 2021-03-15

Branch Locations

6263 N. Scottsdale Road Suite 200, Scottsdale, AZ 85250 • 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
Ironwood Investment Counsel Scottsdale AZ 01/2016 Present
  • 01/2016 → Present
    Ironwood Investment Counsel
    Scottsdale, AZ
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC

Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor