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ROOTED WEALTH ADVISORS, INC.
ROOTED WEALTH ADVISORS, INC.
ROOTED WEALTH ADVISORS
BOURBONNAIS, Illinois
·
7 registered advisors
·
CRD# 313759
SEC# 801-121129
5
815-918-4727
01
Firm Overview
AUM
$223M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ROOTED WEALTH ADVISORS, INC.
7 registered advisors
Hilda Miranda
BOURBONNAIS, Illinois
CRD# 7963064
Jeffrey Kelvin
BOURBONNAIS, Illinois
CRD# 6614864
Jenna Gray
BOURBONNAIS, Illinois
CRD# 7839139
Jerry Scott Fuesel
BOURBONNAIS, Illinois
CRD# 5455138
Kenneth Kring
BOURBONNAIS, Illinois
CRD# 7963060
William Michael Pueschell
BOURBONNAIS, Illinois
CRD# 7963062
Zachary Blake Gray
BOURBONNAIS, Illinois
CRD# 5278372
05
Office Locations
BOURBONNAIS, Illinois
7 advisors
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Data sourced from SEC Form ADV filings. ROOTED WEALTH ADVISORS, INC. (CRD# 313759) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.