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Robin Rodgers Dolezal

Investment adviser representative at Ironwood Financial, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$662.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Ironwood Financial, LLCAug 2009 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Ironwood Financial, LLC

$662.5MAssets managed
624Clients
8Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4663726
Firm CRD
151004
Advisor's SEC record (opens in a new tab)
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