Christopher
Mortvedt

Ironwood Wealth Management, LLC

CRD#7135835
Investment Advisor
in Chandler, AZ

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About this Advisor

Christopher Mortvedt is a financial advisor based in Chandler, Arizona, working with Ironwood Wealth Management, LLC. Christopher has previously held positions at Ironwood Wealth Management, LLC, Charles Schwab, Grand Canyon University, Onemain Financial, Arc Ambassador, and Chatfield Senior High School. Christopher has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Christopher is part of Ironwood Wealth Management, LLC, which operates out of Chandler, Arizona. The firm has 1 office and 18 employees. The firm manages assets totaling $617.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Ironwood Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

$617,577,703

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

18

AZ Average: 37
Total Number of Accounts

2,213

AZ Average: 1,370
Average Account Size

$279,068

AZ Average: $1,135,308

Investment Advisory Services

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

Christopher Mortvedt Work History

2020 - Present (4 years)

Ironwood Wealth Management, LLC

2020 - 2020 (< 1 year)

Charles Schwab

2019 - 2019 (< 1 year)

Charles Schwab

2019 - 2020 (1 year)

Grand Canyon University

2018 - 2019 (1 year)

Onemain Financial

2017 - 2018 (1 year)

Arc Ambassador

2016 - 2017 (1 year)

Grand Canyon University

2012 - 2016 (4 years)

Chatfield Senior High School

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

Richard Wagner
Chandler, AZ
Lauren Chavez
Chandler, AZ
Christopher Mortvedt
Chandler, AZ
Zachary Wik
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 6/19/2024. 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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