Robin Dolezal (CRD# 4663726) is an Investment Advisor Representative working at Ironwood Financial, LLC in Tucson, AZ and has over 20 years of experience in the finance industry. Robin Dolezal 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.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ironwood Financial, LLC | Tucson, AZ | Aug 2009 - Current | 14 |
| Next Financial Group Inc. | Tucson, AZ | Apr 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- AZ
-
Total Assets Under Management456MILLIONS
-
Total Number of Accounts1,373ACCOUNTS
-
Average Account Value$332,468
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, MN, NY, TX, VA, WA
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