Connor William Zimmer
Investment adviser representative at Rooted Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$408.8MFirm assets
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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 AdvisorsJul 2023 to now
- Commonwealth Financial NetworkApr 2020 to Jun 2023
- Summit Wealth GroupMar 2020 to Jun 2023
- Diversified Asset Management, Inc.Sep 2018 to Mar 2020
- Foresters Financial ServicesJul 2018 to Sep 2018
- American AgcreditMay 2017 to May 2018
- Colorado State UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6992555
- Firm CRD
- 313759