Zachary
Wik
Ironwood Wealth Management, LLC
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About this Advisor
Zachary Wik is a financial advisor based out of Chandler, Arizona with a total of 2 years of relevant experience. Wik works at Ironwood Wealth Management, LLC. Throughout their career, Wik has worked at Charles Schwab & Co., Inc, The Landscape Broker, Hyatt, Arizona Inn, United Launch Alliance, The University Of Arizona, The Walt Disney Company, University Of Arizona, Financial Engines Advisors L.L.C and Ironwood Wealth Management, LLC. Wik maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in Arizona. Ironwood Wealth Management, LLC is an advisory firm headquartered in Chandler, AZ. The firm has a total of 21 advisors. It manages $540 million in assets between its 2,190 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 2,190 customer accounts, 43% belong to high-net-worth individuals who have greater than $1 million in investable assets. Ironwood Wealth Management, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules depend on the financial services provided. Fee types charged by Ironwood Wealth Management, LLC most likely include 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
Zachary Wik Work History
Zachary has been registered as a financial advisor for 2 years.*
Ironwood Wealth Management, LLC
Financial Engines Advisors L.L.C
Charles Schwab & Co., Inc
The Landscape Broker
Hyatt
Arizona Inn
United Launch Alliance
The University Of Arizona
The Walt Disney Company
The University Of Arizona
University Of Arizona
*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 Zachary Wik 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
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