Robin R. Dolezal

IRONWOOD FINANCIAL

Tucson, AZ 85719

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CRD#: 4663726

Professional summary

Robin Rodgers Dolezal, CFP® is a registered financial advisor currently at IRONWOOD FINANCIAL, LLC located in Tucson, Arizona.

Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robin has worked at 5 firms and has passed the Series 66, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin Rodgers Dolezal'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

October 8, 2009 - Present

IRONWOOD FINANCIAL, LLC

Office #1: 1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719Office #2: 1926 E Ft. Lowell Road Suite 100, Tucson, AZ 85719

RIA

CRD#: 151004

Tucson, AZ

Past

April 20, 2006 - September 4, 2014

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

TUCSON, AZ

Past

April 5, 2006 - September 4, 2014

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

TUCSON, AZ

Past

November 10, 2003 - June 5, 2006

MARATHON ADVISORS, INC

RIA

CRD#: 113696

TUCSON, AZ

Past

July 4, 2003 - April 6, 2006

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

TUCSON, AZ

Past

July 4, 2003 - April 6, 2006

CRI SECURITIES, LLC

CRD#: 22589

TUCSON, 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 FINANCIAL, LLC

IRONWOOD FINANCIAL, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 151004 / SEC#: 801-70463

RIA

Registered Investment Advisory firm - (8/17/2009 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
(10/8/2009)

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 66

Date: 7/24/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/2/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 7/9/2008

Registered Options Principal Examination

Current Firm

IRONWOOD FINANCIAL, LLC

IRONWOOD FINANCIAL, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 151004 / SEC#: 801-70463

RIA

Registered Investment Advisory firm - (8/17/2009 Approved)

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Contact information

Main Address

1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719

Mailing Address

Phone number

(520) 318-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/7/2025)

Regulatory assets under management

Total Number of Accounts	1,667
AUM (Assets Under Management)	$ 574,853,371

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.

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Advisor Monitoring

Firm Stability Insights

Robin R. Dolezal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin Rodgers Dolezal's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

MARATHON ADVISORS, INC

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

IRONWOOD FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2003

Series 7

Date: 7/2/2003

Series 4

Date: 7/9/2008

Current Firm

IRONWOOD FINANCIAL, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRONWOOD FINANCIAL, LLC

TRUST BUT VERIFY

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