Rooted Planning Group
Rooted Planning Group (CRD# 284120) is a financial advisory firm headquartered in Corning, NY. They manage $95,722,587 in 619 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management96MILLION
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Total Number of Accounts619ACCOUNTS
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Average Account Value$154,641
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
CA, FL, IL, MA, NH, NY, OK, PA, TX
Kerrie Beene (CRD# 6583599) is an Investment Advisor Representative working at Rooted Planning Group in Valliant, OK and has over 8 years of experience in the finance industry.
Rebekah Eason (CRD# 7045466) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 5 years of experience in the finance industry.
Amy Irvine (CRD# 4868740) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 19 years of experience in the finance industry.
Katrina Welker (CRD# 5002125) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 18 years of experience in the finance industry.
Elizabeth Zemak (CRD# 7821124) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has 1 year of experience in the finance industry.