TrueAdvisor
TrueAdvisor
JM
JM

Joseph Stanley Mateja

Rooted Wealth Advisors
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Rooted Wealth Advisors
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
1,425 clients
Average Client Portfolio
$223K average
Assets Under Management
$318.3M

Fee Structure

Minimum Investment:None

Location

389 William Latham R Senior Drive, Bourbonnais, IL, 60914

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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.

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Employment History
Current Registrations
Rooted Wealth Advisors
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Country Capital Management CompanyBroker
November 2014 - October 2021 · 6 yrs 11 mos
State Registrations3 states
COILIN
Advisor
Exams
No exam information available for this advisor.