Christopher
Mortvedt
Ironwood Wealth Management, LLC
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About this Advisor
Christopher Mortvedt is a financial advisor working out of Chandler, Arizona with 2 years of industry experience. Mortvedt currently works for Ironwood Wealth Management, LLC. The advisor has gained experience at Ironwood Wealth Management, LLC, Charles Schwab, Grand Canyon University, Onemain Financial, Arc Ambassador and Chatfield Senior High School. Mortvedt has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Arizona. Ironwood Wealth Management, LLC is a financial advisory business based out of Chandler, AZ. The firm has a total of 21 advisors. It manages $540 million in total assets across its 2,190 accounts, making it one of the larger firms in the country by assets under management. Of its 2,190 customer accounts, 43% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Ironwood Wealth Management, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees typically are based on which services the firm provides the client. Fee types charged by Ironwood Wealth Management, LLC may include some blend 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
Christopher Mortvedt Work History
Christopher has been registered as a financial advisor for 2 years.*
Ironwood Wealth Management, LLC
Charles Schwab
Charles Schwab
Grand Canyon University
Onemain Financial
Arc Ambassador
Grand Canyon University
Chatfield Senior High School
*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 Christopher Mortvedt 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
Chandler, AZ
Chandler, AZ
Chandler, AZ
Rye, NH
Chandler, AZ
Chandler, AZ
Chandler, AZ
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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