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).

Current Firm Details
10 East Market Street, Corning, NY 14830
https://www.facebook.com/irvineadvise/
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    619
    ACCOUNTS
  • Average Account Value
    $154,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NH, NY, OK, PA, TX

Financial Advisors at Rooted Planning Group
Showing 1 - 5 of 5 top financial advisors.
1
Kerrie Beene, financial advisor Valliant OK
Kerrie Beene
CRD#: 6583599
Valliant, OK

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.

2
Rebekah Eason, financial advisor Corning NY
Rebekah E. Eason
CRD#: 7045466
10 East Market Street, Corning, NY 14830

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.

3
Amy Irvine, financial advisor Corning NY
Amy E. Irvine
CRD#: 4868740
10 East Market Street, Corning, NY 14830

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.

4
Katrina Welker, financial advisor Corning NY
Katrina M. Welker
CRD#: 5002125
10 East Market Street, Corning, NY 14830

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.

5
Elizabeth Zemak, financial advisor Corning NY
Elizabeth A. Zemak
CRD#: 7821124
10 East Market Street, Corning, NY 14830

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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