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VerifiedFinancial Services· Founded 1988

Rooted Wealth Advisors

We believe you deserve to have someone working for your money and your family as hard as you’ve worked to build those things. We also believe it’s possible for you to receive financial guidance from someone who knows you by name.” - Founder, Zach Gray Investment advisory services offered only by duly registered individuals through Rooted Wealth Advisors.

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HeadquartersBourbonnais, United StatesEmployees17(1 to 10)Annual revenue<$1MFounded year1988Websiterootedretirement.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

17

1 to 10 range

Open roles

no listings

Distinct roles

11

indexed titles

Tech stack

3

tools in use

Monthly traffic

12

organic / mo

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Decision-makers and verified team members

12 contacts with verified email or phone · masked until revealed.

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Top roles at Rooted Wealth Advisors

11 distinct titles indexed · top 10 shown.

  • 1client relationship manager
  • 1client service specialist
  • 1client services representative
  • 1client services specialist
  • 1director of operations
  • 1financial advisor
  • 1founder
  • 1marketing director
  • 1operations specialist
  • 1portfolio advisor
  • +1more titles

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