Tucson, AZ logo

Tucson, AZ Office

Team
Updated today

Client AUM

$530,976,203

Clients

588

Advisors

7

Of 8 advisors across 2 offices

Location

1926 E. Fort Lowell Road, Suite 100

Tucson AZ 85719

Advisors at this office

7

Advisors at this office

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Daniel N

Series 63, Series 65

Tucson, AZ

Ironwood Financial, LLC

Daniel Nentl is a financial advisor at Ironwood Financial, LLC in Tucson, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ironwood Financial since 2009. Outside of his advisory role, he is involved in community activities including coaching and mentoring with Canyon View Little League and serves as a director for the nonprofit Rollin for Ninos. Ironwood Financial, LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including derivatives-based approaches such as covered call writing and selective IPO participation, with portfolios constructed using individual equities, bonds, mutual funds, and ETFs tailored to client goals and risk tolerance.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Alexander P

CFP®, CFA®, ChFC®, Series 66

Tucson, AZ

Ironwood Financial, LLC

Alexander Parrs is a CFP®, CFA®, ChFC®, and Series 66-licensed advisor with 23 years of industry experience. He has been with Ironwood Financial, LLC since 2009. Outside of his advisory role, Parrs holds ownership interests in several businesses, including a financial insurance company and other ventures. Ironwood Financial, LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies, including derivatives-based approaches such as covered call writing, and uses platforms like eMoney and Morningstar to support portfolio construction and client planning.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Emily D

Series 65

Tucson, AZ

Ironwood Financial, LLC

Emily Delgado is a Series 65-licensed financial advisor with Ironwood Financial, LLC, where she has worked since 2013, accumulating six years of industry experience. In addition to her advisory role, she serves as a document preparer for Kruchek Law, focusing on estate drafts. Ironwood Financial provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm employs customized portfolios with options-writing strategies and a comprehensive approach to managing client assets.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Martin S

CFP®, Series 65, Series 63

Tucson, AZ

Ironwood Financial, LLC

Martin Smith is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ironwood Financial, LLC since 2024. Prior to this, he spent 24 years with Davis Distributors LLC. Ironwood Financial provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored portfolios that incorporate derivatives and options-writing strategies, distinguishing its approach from many peers.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Robin D

CFP®, Series 66

Tucson, AZ

Ironwood Financial, LLC

Robin Dolezal is a CFP® with 22 years of industry experience and has been with Ironwood Financial, LLC since 2009. He is based in Tucson, AZ, and serves as part of a six-advisor team. Dolezal serves on the board of directors for the Ronald McDonald House charity. Ironwood Financial, LLC provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including individual equities and bonds, mutual funds, ETFs, derivatives-based options writing, and selective IPO participation, with portfolio allocations tailored to client goals and risk tolerance.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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David N

CFP®, Series 65

Tucson, AZ

Ironwood Financial, LLC

David Niichel is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He has worked at Ironwood Financial, LLC since 2020 and previously spent seven years at TCI Wealth Advisors, Inc. in Tucson, AZ. Ironwood Financial, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management and financial planning, employing a range of strategies including derivatives-based approaches such as covered call writing and selective IPO participation.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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David R

Series 66

Tucson, AZ

Ironwood Financial, LLC

David Renzi is a financial advisor at Ironwood Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Ironwood Financial since 2013. Outside of his advisory role, Renzi volunteers as a basketball coach at Flowing Wells High School and has been involved with the Lohse Family YMCA since 2008. Ironwood Financial, LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including derivatives-based approaches such as covered call writing and selective IPO participation.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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