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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-2009
- Office Locations
- 2
Office Locations
About Ironwood Financial, LLC
Ironwood Financial is a Tucson, AZ fee-based fiduciary wealth manager focused on retirees and families planning for retirement. The team builds long-term, goals-driven plans with ongoing conversations, education around investment styles, fees and distribution strategies, and tailored portfolio construction. Custody relationships include Schwab and Fidelity, with portfolios often implemented using ETFs and other public funds.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBIN RODGERS DOLEZAL
Chief Compliance Officer, Partner
- CRD
- #4663726
- Ownership
- Less than 5%
DANIEL SHAY NENTL
Managing Member, Partner
- CRD
- #2278720
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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EMILY MARIE Delgado
Wealth Manager
- CRD
- #6217956
DARREN GRANT HESSELINK
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- CRD
- #5362021
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $658,372,574 | $398,531 |
| Non-Discretionary | $4,174,416 | $278,294 |
| Total | $662,546,990 | $397,449 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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