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Financial ADVSR advisor directory · SEC adviser records

Rooted Wealth Advisors financial advisors in Illinois

Every SEC-registered investment adviser representative at a Rooted Wealth Advisors office in Illinois, by city and A to Z.

The short answer

5 registered advisors work at Rooted Wealth Advisors in Illinois, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Bourbonnais (3). 0 list the CFP designation and 0 are also registered broker representatives.

Rooted Wealth Advisors advisors by city in Illinois

Every firm in Illinois →

Bourbonnais 3Bloomington 1Peoria 1

Rooted Wealth Advisors advisors in Illinois, A to Z

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Rooted Wealth Advisors advisors in every state →Rooted Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Rooted Wealth Advisors financial advisors are in Illinois?

5 investment adviser representatives are registered at Rooted Wealth Advisors offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Illinois does Rooted Wealth Advisors have the most advisors?

Bourbonnais, with 3, then Bloomington (1). Rooted Wealth Advisors has advisors in 3 cities in Illinois.

How do I check a Rooted Wealth Advisors advisor in Illinois?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Rooted Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.