Unclaimed Profile

Jeffrey Kelvin

ROOTED WEALTH ADVISORS, INC.·BOURBONNAIS, Illinois

Clean recordROOTED WEALTH ADVISORS, INC.

389 WILLIAM LATHAM R SENIOR DRIVE, BOURBONNAIS, IL 60914CRD# 6614864Firm CRD# 313759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Kelvin · BOURBONNAIS, IL

Registration

CRD #6614864 · ROOTED WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Kelvin is a registered financial advisor based in BOURBONNAIS, Illinois, affiliated with ROOTED WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ROOTED WEALTH ADVISORS, INC.

ROOTED WEALTH ADVISORS

AUM

$223M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROOTED WEALTH ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6614864

Firm CRD# 313759

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Kelvin offer?

Jeffrey Kelvin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BOURBONNAIS, Illinois for a consultation.

What are Jeffrey Kelvin's credentials?

Jeffrey Kelvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Kelvin located?

Jeffrey Kelvin is based in BOURBONNAIS, Illinois, working with ROOTED WEALTH ADVISORS, INC.. Their office serves clients in the BOURBONNAIS metropolitan area and surrounding communities.

How does Jeffrey Kelvin charge for services?

Jeffrey Kelvin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROOTED WEALTH ADVISORS, INC.?

ROOTED WEALTH ADVISORS, INC. has approximately 11 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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