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Joseph Stanley Mateja

Rooted Wealth Advisors

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About Joseph Stanley Mateja

Joseph Stanley Mateja is an investment advisor representative at Rooted Wealth Advisors. Joseph has been in the financial services industry for over seven years. Joseph is licensed to provide advisory services in Colorado and Illinois. Joseph is also a Registered Representative in Illinois.

Firm Information

Joseph Mateja is currently registered with Rooted Wealth Advisors. Rooted Wealth Advisors is a financial advisory firm based in Bourbonnais, IL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Rooted Wealth Advisors manages approximately $318 million in assets for over 3,276 clients.
Rooted Wealth Advisors

389 WILLIAM LATHAM R SENIOR DRIVE

BOURBONNAIS, IL 60914

$318.35M

Assets Under Management

3

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Mateja’s Registration & Firm History

IL

11/18/2021 - Present

Rooted Wealth Advisors (BOURBONNAIS IL)

MO

11/24/2014 - 10/07/2021

COUNTRY CAPITAL MANAGEMENT COMPANY (COLUMBIA MO)

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Licenses & Designations

IA

Issued 10/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Stanley Mateja.
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