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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHAMPAIGN | IL | 3 | 815.918.4727 |
| CHAMPAIGN | IL | 3 | 815.918.4727 |
| BLOOMINGTON | IL | 2 | 815.918.4727 |
| DENVER | CO | 2 | 815-545-1498 |
| BLOOMINGTON | IL | 2 | 815.918.4727 |
| BRENTWOOD | TN | 2 | 866-766-8332 |
| DENVER | CO | 2 | 815-545-1498 |
| BRENTWOOD | TN | 2 | 866-766-8332 |
| SCHERERVILLE | IN | 1 | 219-803-0308 |
| OAK BROOK | IL | 1 | 815-545-1498 |
| OAK BROOK | IL | 1 | 815-545-1498 |
| SCHERERVILLE | IN | 1 | 219-803-0308 |
| PEORIA | IL | 1 | 815-918-4727 |
| PEORIA | IL | 1 | 815-918-4727 |