Zachary Blake Gray
Professional Summary
Zachary Blake Gray is a registered financial advisor currently at ROOTED WEALTH ADVISORS located in Bourbonnais, Illinois. Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Zachary has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
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AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
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AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
ROOTED WEALTH ADVISORS | ROOTED WEALTH ADVISORS, INC.
Contact Information
Main Address
389 William Latham R Senior Drive, Bourbonnais, IL 60914Phone Number
(866) 766-8332# of Employees
22SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,720AUM (Assets Under Management)
$408,841,196Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ROOTED WEALTH ADVISORS | ROOTED WEALTH ADVISORS, INC.
State Registrations and Notice Filings
(4/22/2024)
(5/11/2021)
(7/15/2025)
(9/25/2025)
(7/7/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2007About the Series 6 examSimilar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Blake Gray's CRS (Customer Relationship Summary).
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AMERIPRISE FINANCIAL SERVICES, LLC
