Andrew Lee (CRD# 7687462) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bloomington, IL and has 1 year of experience in the finance industry.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 1743751
Cetera Investment Advisers LLC
CRD# 1882111
Nepsis, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rooted Wealth Advisors | Bourbonnais, IL | Jan 2023 - Current | 1 |
| Rooted Wealth Advisors | Bourbonnais, IL | May 2022 - Jan 2023 | < 1 |
| Illinois State University | Bloomington, IL | Aug 2020 - May 2022 | 1 |
| J.b. Lee Transportation | Pontiac, IL | May 2021 - Aug 2021 | < 1 |
| J.b. Lee Transportation | Pontiac, IL | May 2020 - Aug 2020 | < 1 |
| Monmouth College | Monmouth, IL | Aug 2018 - May 2020 | 1 |
| J.b. Lee Transportation | Pontiac, IL | May 2019 - Aug 2019 | < 1 |
| Elks Country Club | Pontiac, IL | Jun 2018 - Aug 2018 | < 1 |
| High School Student | Pontiac, IL | Sep 2012 - Jun 2018 | 5 |
| Dairy Queen | Pontiac, IL | Sep 2016 - Sep 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- IL
-
Total Assets Under Management223MILLIONS
-
Total Number of Accounts1,909ACCOUNTS
-
Average Account Value$116,834
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IL, IN, TN, TX
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