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Financial ADVSR advisor directory · SEC adviser records

Rooted Wealth Advisors financial advisors in Bourbonnais, IL

Every SEC-registered investment adviser representative at a Rooted Wealth Advisors office in Bourbonnais, A to Z.

The short answer

3 registered advisors work at Rooted Wealth Advisors in Bourbonnais, out of 7 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Rooted Wealth Advisors advisors in Bourbonnais, A to Z

Every Rooted Wealth Advisors advisor →

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

Rooted Wealth Advisors advisors in other cities

Bloomington, IL 2Greenwood Village, CO 1Peoria, IL 1

Other firms in Bourbonnais

All Bourbonnais advisors →

Stifel, Nicolaus & Company, Incorporated 7Wells Fargo Advisors Financial Network, LLC 5Raymond James Financial Services Advisors, Inc. 4Edward Jones 3Focus Partners Wealth, LLC 3

Questions

How many financial advisors does Rooted Wealth Advisors have in Bourbonnais?

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

Is Rooted Wealth Advisors one of the largest advisor employers in Bourbonnais?

Rooted Wealth Advisors ranks number 6 in Bourbonnais by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 7.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.