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MC

Miles A. Corrigan

ROOTED FINANCIAL GROUP
TIGARD, OR 97223
CRD#: 8179021
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MC
Miles Andrew CorriganROOTED FINANCIAL GROUP

Professional summary

Miles Andrew Corrigan is a registered financial advisor currently at ROOTED FINANCIAL GROUP, LLC located in Tigard, Oregon.

Miles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Miles has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miles Andrew Corrigan'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

October 20, 2025 - Present

ROOTED FINANCIAL GROUP, LLC

Office #1: 7307 Southwest Beveland Road Suite 200, Tigard, OR 97223
RIA
CRD#: 335302
TIGARD, OR

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".
RF
ROOTED FINANCIAL GROUP, LLC
ROOTED FINANCIAL ADVISORS | ROOTED FINANCIAL GROUP, LLC

CRD#: 335302 / SEC#: 801-132354

RIA
Registered Investment Advisory firm - (4/7/2025 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
Oregon
(10/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/6/2025
Uniform Investment Adviser Law Examination

Current Firm

RF
ROOTED FINANCIAL GROUP, LLC
ROOTED FINANCIAL ADVISORS | ROOTED FINANCIAL GROUP, LLC

CRD#: 335302 / SEC#: 801-132354

RIA
Registered Investment Advisory firm - (4/7/2025 Approved)
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Contact information

Main Address
7307 Southwest Beveland Road Suite 200, Tigard, OR 97223
Mailing Address
Phone number
(503) 207-2067
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROOTED FINANCIAL GROUP, LLC - ADV PART 2A (10/2/2025)

Regulatory assets under management

Total Number of Accounts565
AUM (Assets Under Management)$ 100,377,248

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.

Company Information

ROOTED FINANCIAL GROUP, LLC

CRD#: 335302Tigard, OR 97223

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