Alexander
Marek

Ironwood Wealth Management, LLC

CRD#2890884
Investment Advisor
in Chandler, AZ

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About this Advisor

Alexander Marek is a financial advisor working in Chandler, Arizona who has 8 years of relevant experience. Marek is currently employed by Ironwood Wealth Management, LLC. Their career trajectory has included roles at Next Financial Group Inc, Ironwood Financial LLC and Ironwood Wealth Management, LLC. Marek maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Arizona, New Hampshire and Texas. Ironwood Wealth Management, LLC is an advisory business headquartered in Chandler, AZ. It has a total of 21 financial advisors. It has $540 million in assets between its 2,190 client accounts, placing it among the larger firms in the United States by assets under management. Of its 2,190 customer accounts, 43% are held by high-net-worth investors who have at least $1 million in investable assets. Ironwood Wealth Management, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules vary depending on which service is provided. Fees charged by Ironwood Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

San Tan Corporate Center 3100 W. Ray Rd. Suite 301
Chandler, AZ 85226

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Ironwood Wealth Management, LLC Brokerage Details

Total Assets Under Management

$539,546,611

AZ Average: $1,555,372,352
Total Number of Employees

21

AZ Average: 37
Total Number of Accounts

2,190

AZ Average: 1,370
Average Account Size

$246,368

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Alexander Marek Work History

Alexander has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Ironwood Wealth Management, LLC

2009 - 2015 (6 years)

Ironwood Financial LLC

2006 - 2014 (8 years)

Next Financial Group Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Marek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ironwood Wealth Management, LLC

Lauren Chavez
Chandler, AZ
Christopher Mortvedt
Chandler, AZ
Zachary Wik
Chandler, AZ
Richard Wagner
Chandler, AZ
Edward Parolisi
Rye, NH
Rydan Case
Chandler, AZ
Alexander Marek
Chandler, AZ
Cean Kenefick-Rogers
Chandler, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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