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Joseph Stanley Mateja

Rooted Wealth Advisors

Bourbonnais, IL

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Current Employers
Rooted Wealth Advisors

389 William Latham R Senior Drive, Bourbonnais, IL 60914 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-08-07
CO RA APPROVED 2024-04-22
IL RA APPROVED 2021-11-18
  • IN RA
    APPROVED
    Since 2025-08-07
  • CO RA
    APPROVED
    Since 2024-04-22
  • IL RA
    APPROVED
    Since 2021-11-18

Branch Locations

389 William Latham R Senior Drive, Bourbonnais, IL 60914 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Country Capital Management Company Bloomington IL 10/2014 08/2021
Rooted Wealth Advisors Bourbonnais IL 10/2021 Present
  • 10/2014 → 08/2021
    Country Capital Management Company
    Bloomington, IL
  • 10/2021 → Present
    Rooted Wealth Advisors
    Bourbonnais, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-18
S63 Uniform Securities Agent State Law Examination 2014-12-02
  • S65 Uniform Investment Adviser Law Examination
    2021-10-18
  • S63 Uniform Securities Agent State Law Examination
    2014-12-02
Other Names
  • Joseph S Mateja

View on SEC IAPD

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