Joseph Stanley Mateja
Investment adviser representative at Rooted Wealth Advisors
12 yearsExperience
3 statesRegistered in
$408.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Rooted Wealth AdvisorsOct 2021 to now
- Country Capital Management CompanyOct 2014 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (CO, IL, IN).
Rooted Wealth Advisors
Legal name: Rooted Wealth Advisors, Inc.
$408.8MAssets managed
1,652Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6414711
- Firm CRD
- 313759