Rydan Case, financial advisor Phoenix AZ
86 score

Rydan Case

CRD Number: 4438280
Current Firm: Ironwood Wealth Management, LLC

Rydan Case (CRD# 4438280) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Phoenix, AZ and has over 15 years of experience in the finance industry. Rydan Case has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ironwood Wealth Management, LLC Phoenix, AZ May 2015 - Current 1
Ironwood Financial LLC Tucson, AZ Aug 2009 - May 2015 5
Next Financial Group Inc. Tempe, AZ Mar 2006 - Aug 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Rydan D. Case
Phone Number: 480-776-5960
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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