Shelby Newell
Investment adviser representative at Ironwood Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$607.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ironwood Wealth Management, LLCMay 2026 to now
- Forvis Mazars Wealth Advisors LLCJun 2024 to May 2026
- Forvis Wealth Advisors, LLCJun 2022 to May 2024
- Bkd Wealth AdvisorsDec 2019 to May 2022
- Morgan StanleyOct 2018 to Nov 2019
- Morgan Stanley Private Bank, N.A.Oct 2018 to Nov 2019
- Charles Schwab & Co., Inc.Jun 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Ironwood Wealth Management, LLC
$607.7MAssets managed
459Clients
6Advisers
11 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
- 6666626
- Firm CRD
- 200511