ROOTED WEALTH ADVISORS of BOURBONNAIS, IL is an SEC-registered investment adviser (CRD 313759). Regulatory assets under management: $408.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jerry Scott Fuesel | DIRECTOR OF OPERATIONS | Chicago, IL |
| Zachary Blake Gray | FOUNDER AND CEO | — |
| Jenna Gray | VP, STRATEGY & GROWTH | — |
| Hilda Miranda | VP OF BUSINESS DEVELOPMENT | — |
| Jacqueline Diane Rose Walter | DIRECTOR OF MARKETING | — |
| Matthew Michael Giggey | CHIEF COMPLIANCE OFFICER | — |
| James Michael Cullen | CHIEF COMPLIANCE OFFICER | — |
| FUESEL JERRY SCOTT | DIRECTOR OF OPERATIONS | — |
| KELVIN JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| GRAY ZACHARY BLAKE | FOUNDER AND CEO; PRESIDENT; PRESIDENT, OWNER AND CCO | — |
| Gray Jenna | VP, STRATEGY & GROWTH | — |
| Kring Kenneth | DIRECTOR OF MARKETING | — |
| Pueschell William Michael | CHIEF CULTURE OFFICER | — |
| MIRANDA HILDA MIRISAL | VP OF BUSINESS DEVELOPMENT | — |
| MIRANDA HILDA | VP OF BUSINESS DEVELOPMENT | — |
| John Lee Savarino | DIRECTOR OF ADVISORY SERVICES | — |