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Evan Patrick Sweeney

Investment adviser representative at Ironwood Investment Counsel, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm 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

Experience

11 years in the industry.

  1. Ironwood Investment Counsel, LLCJul 2024 to now
  2. UnemployedMar 2024 to Jul 2024
  3. Domain MoneyNov 2023 to Mar 2024
  4. Fisher InvestmentsDec 2018 to Oct 2023
  5. BlackrockAug 2017 to Oct 2018
  6. Lehigh UniversityAug 2013 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Ironwood Investment Counsel, LLC

$1.8BAssets managed
554Clients
13Advisers
25 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
6641332
Firm CRD
110623
Advisor's SEC record (opens in a new tab)
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