Alexander D. Marek

IRONWOOD WEALTH MANAGEMENT

Chandler, AZ 85226

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CRD#: 2890884

Professional summary

Alexander David Marek, who also goes by Alex Marek, is a registered financial advisor currently at IRONWOOD WEALTH MANAGEMENT, LLC located in Chandler, Arizona.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Alexander has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Marek

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of Business: New Way Academy; Investment Related: Yes; Address: 5048 E Oak St. Phoenix, AZ; Nature: Serve on Board of Advisors for the not-for profit school; Position: member of Board of Advisors; Start Date: 10/29/24; Number of Hours per Month: <5% of time; Number of Hours during Trading Hours: 0; Duties: collaborate on strategies on how to improve the school's visibility and fund raising efforts.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander David Marek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 10, 2015 - Present

IRONWOOD WEALTH MANAGEMENT, LLC

Office #1: San Tan Corporate Center 3100 W. Ray Rd. Suite 301, Chandler, AZ 85226

RIA

CRD#: 200511

Chandler, AZ

Past

April 22, 2010 - February 3, 2016

IRONWOOD FINANCIAL, LLC

RIA

CRD#: 151004

PORTSMOUTH, NH

Past

April 4, 2006 - September 4, 2014

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

TUCSON, AZ

Past

July 18, 1997 - April 13, 2006

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

PHOENIX, AZ

Past

July 18, 1997 - April 13, 2006

CRI SECURITIES, LLC

CRD#: 22589

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IRONWOOD WEALTH MANAGEMENT, LLC

IRONWOOD FINANCIAL PHOENIX, LLC | IRONWOOD WEALTH MANAGMENT, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 200511 / SEC#: 801-96281

RIA

Registered Investment Advisory firm - (5/15/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/10/2015)

IAR

New Hampshire
(9/9/2015)

IAR

Texas
(2/26/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/8/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/17/1997

General Securities Representative Examination

Current Firm

IRONWOOD WEALTH MANAGEMENT, LLC

IRONWOOD FINANCIAL PHOENIX, LLC | IRONWOOD WEALTH MANAGMENT, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 200511 / SEC#: 801-96281

RIA

Registered Investment Advisory firm - (5/15/2015 Approved)

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Contact information

Main Address

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

Mailing Address

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

Phone number

(480) 776-5960

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/17/2025)

Regulatory assets under management

Total Number of Accounts	2,263
AUM (Assets Under Management)	$ 662,230,787

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Alexander D. Marek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander David Marek's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRONWOOD FINANCIAL, LLC

NEXT FINANCIAL GROUP, INC.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

IRONWOOD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2012

Series 63

Date: 8/8/1997

Series 7

Date: 7/17/1997

Current Firm

IRONWOOD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRONWOOD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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