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Ironwood Financial, LLC CRD 151004
$663M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-12 |
| AZ | RA | APPROVED | 2014-03-31 |
Branch Locations
1926 E. Fort Lowell Road Suite 100, Tucson, AZ 85719 • United States
1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lohse Family Ymca | Tucson | AZ | 02/2008 | Present |
| Ironwood Financial, Llc | Tucson | AZ | 12/2013 | Present |
1)YMCA; CORP; REFEREE; 0% OWNERSHIP; 5% TIME SPENT; 10% TOTAL COMP; INDEFIITE TERM; 2) RENZI WEALTH MANAGEMENT; LLC; DBA; 100% OWNERSHIP; 0% TIME SPENT; 0% TOTAL COMP; INDEFINITE TERM; 3) IRONWOOD FINANCIAL LLC; LLC; DBA; 1% OWNERSHIP; 0% TIME SPENT; 0% TOTAL INCOME; EMPLOYEE; INDEFINITE TERM; 4)FLOWING WELLS HIGH SCHOOL; 501C3;0% OWNERSHIP; 1% TIME SPENT; 0% COMP;VOLUNTER, BASKEBALL COACH; 4 MONTH AS OF 12/2013
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
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