Rooted Wealth Advisors

Rooted Wealth Advisors (CRD# 313759) is a financial advisory firm headquartered in Bourbonnais, IL. They manage $223,035,595 in 1,909 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    1,909
    ACCOUNTS
  • Average Account Value
    $116,834
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IL, IN, TN, TX

Financial Advisors at Rooted Wealth Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Zachary B. Gray
CRD#: 5278372
1521 N. Convent, Suite 800, Bourbonnais, IL 60914

Zachary Gray (CRD# 5278372) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bourbonnais, IL and has over 15 years of experience in the finance industry.

2
Connor W. Zimmer
CRD#: 6992555
4600 South Syracuse, Suite 948, Denver, CO 80237

Connor Zimmer (CRD# 6992555) is an Investment Advisor Representative working at Rooted Wealth Advisors in Denver, CO and has over 5 years of experience in the finance industry.

3
Logan R. Gigl
CRD#: 7558121
1521 N. Convent, Suite 800, Bourbonnais, IL 60914

Logan Gigl (CRD# 7558121) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bourbonnais, IL and has 1 year of experience in the finance industry.

4
Andrew J. Lee
CRD#: 7687462
2404 E Empire St Ste 105, Bloomington, IL 61704

Andrew Lee (CRD# 7687462) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bloomington, IL and has 1 year of experience in the finance industry.

5
Joseph S. Mateja
CRD#: 6414711
1521 N. Convent, Suite 800, Bourbonnais, IL 60914

Joseph Mateja (CRD# 6414711) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bourbonnais, IL and has over 9 years of experience in the finance industry.

6
John L. Savarino
CRD#: 6549939
1521 N. Convent, Suite 800, Bourbonnais, IL 60914

John Savarino (CRD# 6549939) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bourbonnais, IL and has over 3 years of experience in the finance industry.

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