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Inactive

Andrew James Lee

Rooted Wealth Advisors

Bloomington, IL

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
IL RA APPROVED 2023-01-18
  • IL RA
    APPROVED
    Since 2023-01-18

Branch Locations

2404 E Empire St Ste 105, Bloomington, IL 61704 • United States

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
Rooted Wealth Advisors Bourbonnais IL 05/2022 01/2023
J.B. Lee Transportation Pontiac IL 05/2021 08/2021
J.B. Lee Transportation Pontiac IL 05/2020 08/2020
J.B. Lee Transportation Pontiac IL 05/2019 08/2019
Elks Country Club Pontiac IL 06/2018 08/2018
Dairy Queen Pontiac IL 09/2016 09/2017
Illinois State University Bloomington IL 08/2020 05/2022
Monmouth College Monmouth IL 08/2018 05/2020
High School Student Pontiac IL 09/2012 06/2018
Rooted Wealth Advisors Bourbonnais IL 01/2023 10/2023
Rooted Wealth Advisors Bourbonnais IL 11/2023 Present
  • 05/2022 → 01/2023
    Rooted Wealth Advisors
    Bourbonnais, IL
  • 05/2021 → 08/2021
    J.B. Lee Transportation
    Pontiac, IL
  • 05/2020 → 08/2020
    J.B. Lee Transportation
    Pontiac, IL
  • 05/2019 → 08/2019
    J.B. Lee Transportation
    Pontiac, IL
  • 06/2018 → 08/2018
    Elks Country Club
    Pontiac, IL
  • 09/2016 → 09/2017
    Dairy Queen
    Pontiac, IL
  • 08/2020 → 05/2022
    Illinois State University
    Bloomington, IL
  • 08/2018 → 05/2020
    Monmouth College
    Monmouth, IL
  • 09/2012 → 06/2018
    High School Student
    Pontiac, IL
  • 01/2023 → 10/2023
    Rooted Wealth Advisors
    Bourbonnais, IL
  • 11/2023 → Present
    Rooted Wealth Advisors
    Bourbonnais, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2022-12-30

View on SEC IAPD

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JOHN C. MEINHOLD
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Mark Isaac Osnowitz
Susan Frances Elizarraras

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLOOMINGTON, IL
SAVANT WEALTH MANAGEMENT · Bloomington, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Bloomington, IL
SAVANT WEALTH MANAGEMENT · BLOOMINGTON, IL
LPL FINANCIAL LLC · BLOOMINGTON, IL
EDWARD JONES · BLOOMINGTON, IL
EDWARD JONES · Bloomington, IL
THRIVENT INVESTMENT MANAGEMENT INC. · BLOOMINGTON, IL

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