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Jerry Scott Fuesel

ROOTED WEALTH ADVISORS, INC.·BOURBONNAIS, Illinois
SIE, Series 99Clean recordROOTED WEALTH ADVISORS, INC.
389 WILLIAM LATHAM R SENIOR DRIVE, BOURBONNAIS, IL 60914CRD# 5455138Firm CRD# 313759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry Scott Fuesel · BOURBONNAIS, IL
Registration
CRD #5455138 · ROOTED WEALTH ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ROOTED WEALTH ADVISORS, INC.
CRD 313759 · SEC 801-121129
AUM
$223M
Regulatory assets under management
Employees
11
1,909 client accounts
Services offered by ROOTED WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROOTED WEALTH ADVISORS, INC. →
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Frequently Asked Questions

What services does Jerry Scott Fuesel offer?
Jerry Scott Fuesel specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BOURBONNAIS, Illinois for a consultation.
What are Jerry Scott Fuesel's credentials?
Jerry Scott Fuesel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Scott Fuesel located?
Jerry Scott Fuesel 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 Jerry Scott Fuesel charge for services?
Jerry Scott Fuesel'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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Other Advisors at ROOTED WEALTH ADVISORS, INC.

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BOURBONNAIS, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
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Research
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