Joseph S. Mateja
Professional summary
Joseph Stanley Mateja, who also goes by Joseph S Mateja, is a registered financial advisor currently at ROOTED WEALTH ADVISORS located in Bourbonnais, Illinois.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joseph has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Stanley Mateja's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2021 - Present
ROOTED WEALTH ADVISORS
Office #1: 389 William Latham R Senior Drive, Bourbonnais, IL 60914November 24, 2014 - October 7, 2021
COUNTRY CAPITAL MANAGEMENT COMPANY
Primary Firm SEC Registration
ROOTED WEALTH ADVISORS
CRD#: 313759 / SEC#: 801-121129
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/22/2024)
(11/18/2021)
(8/7/2025)
Exams
Current Firm
ROOTED WEALTH ADVISORS
CRD#: 313759 / SEC#: 801-121129
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,276 |
| AUM (Assets Under Management) | $ 318,346,720 |
Red Flags
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Company Information
ROOTED WEALTH ADVISORS
CRD#: 313759Bourbonnais, IL 60914TRUST BUT VERIFY
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