Cean
Kenefick-Rogers
Ironwood Wealth Management, LLC
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About this Advisor
Cean Kenefick-Rogers is a certified financial planner and chartered financial analyst based out of Chandler, Arizona with 8 years of industry experience. Kenefick-Rogers 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. Kenefick-Rogers has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and Texas. Ironwood Wealth Management, LLC is an advisory firm operating out of Chandler, AZ. It has a total of 21 financial advisors. It oversees $540 million in assets under management among its 2,190 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 2,190 client accounts, 43% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules largely are based on the type of services offered. Fees billed by Ironwood Wealth Management, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ironwood Wealth Management, LLC Brokerage Details
$539,546,611
21
2,190
$246,368
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Cean Kenefick-Rogers Work History
Cean has been registered as a financial advisor for 8 years.*
Ironwood Wealth Management, LLC
Ironwood Financial LLC
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 Cean Kenefick-Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
