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Rooted Financial Group, LLC

OwnerRooted Financial Group, LLCCRD 335302

About Rooted Financial Group, LLC

Rooted Financial Group, LLC is listed as Owner at Rooted Financial Group, LLC in Tigard, OR. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Rooted Financial Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Rooted Financial Group, LLC work?

Rooted Financial Group, LLC is listed as Owner at Rooted Financial Group, LLC on SEC Form ADV.

How much of Rooted Financial Group, LLC does Rooted Financial Group, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Rooted Financial Group, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2025
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