John L. Savarino

ROOTED WEALTH ADVISORS

BOURBONNAIS, IL 60914

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CRD#: 6549939

Professional summary

John Lee Savarino, who also goes by John Savarino, is a registered financial advisor currently at ROOTED WEALTH ADVISORS located in Bourbonnais, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Savarino

Other business activities

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.

1.) ROOTED WEALTH ADVISORS; YES INVESTMENT RELATED; 1521 N CONVENT ST. SUITE 800 BOURBONNAIS, IL 60914; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 07/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Lee Savarino's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 4, 2021 - Present

ROOTED WEALTH ADVISORS

Office #1: 389 William Latham R Senior Drive, Bourbonnais, IL 60914

RIA

CRD#: 313759

BOURBONNAIS, IL

Past

March 5, 2021 - September 7, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

BOURBONNAIS, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ROOTED WEALTH ADVISORS

ROOTED WEALTH ADVISORS | ROOTED WEALTH ADVISORS, INC.

CRD#: 313759 / SEC#: 801-121129

RIA

Registered Investment Advisory firm - (5/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/22/2024)

IAR

Illinois
(5/4/2021)

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

State Security Law Exam

IAR

Series 65

Date: 2/12/2021

Uniform Investment Adviser Law Examination

Current Firm

ROOTED WEALTH ADVISORS

ROOTED WEALTH ADVISORS | ROOTED WEALTH ADVISORS, INC.

CRD#: 313759 / SEC#: 801-121129

RIA

Registered Investment Advisory firm - (5/4/2021 Approved)

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Contact information

Main Address

389 William Latham R Senior Drive, Bourbonnais, IL 60914

Mailing Address

Phone number

(866) 766-8332

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/10/2025)

Regulatory assets under management

Total Number of Accounts	3,276
AUM (Assets Under Management)	$ 318,346,720

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John L. Savarino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Lee Savarino's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROOTED WEALTH ADVISORS

AE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

ROOTED WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2021

Current Firm

ROOTED WEALTH ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROOTED WEALTH ADVISORS

TRUST BUT VERIFY

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