CR
CR

Curtis Root

8 Years of Experience
Tuscola, IL
May Earn Commission

Curtis Root is a registered investment advisor at Curtis Root Investment Services, based in Tuscola, IL, with 8 years of industry experience.

Compensation
Commission-Based
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

129 W Sale, Tuscola, IL, 61953

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Curtis is a partner in the accounting firm Larsson, Woodyard, and Henson, LLP since 2006. He dedicates more than full-time hours to this role, including some time during trading hours.

Employment History
Current Registrations
Curtis Root Investment Services
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Kcpag Financial Advisors LLC
August 2003 - December 2005 · 2 yrs 4 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Curtis Root - Financial Advisor | TrueAdvisor