Client Portal

Become an Ambassador

At Rooted, we value the trust of our clients more than anything else. That’s why we created our Ambassador Program. This exciting new club allows us to celebrate clients telling their family and friends about Rooted with special invitations to exclusive events!

Ready to become an Ambassador? Here’s how it works:

First
Using the form below, share the name and contact information of a friend or family member you think we can help.
Next
As thank you, we’ll send you a token of appreciation.
Finally
We’ll reach out to your contact. If they make and keep their appointment, then you’ll be added to our Ambassador Club!
Your contact does NOT have to become a client. You do NOT have to be a client of Rooted Wealth Advisors to refer us, or to be a part of the Ambassador Club.

Rooted Wealth Advisors Ambassador Club Perks

Invitations to our Annual Ambassador Club Excursion
VIP Access to Client events
You and a guest are welcome at any of our dinner seminars

Learn more about our Ambassador Program

Know someone who could benefit from talking to the Rooted team? Complete the form below to put us in touch! Keep an eye on your email. We’ll be following up with your thank you gift, as well as additional information about your entry into the Ambassador Club.
By clicking “Send” I provide my electronic signature and express written consent to receive marketing calls or texts (by automatic dialer or otherwise), and emails from Rooted Wealth Advisors its affiliates or representatives. I understand that my signature is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time.
Facebook Instagram Youtube Linkedin
Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. Any references to guarantees relate only to insurance products and are based on the claims paying ability of the underlying insurance company. Rooted Wealth Advisors (“Rooted”) is a registered investment adviser offering advisory services in the State(s) of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Rooted in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rooted, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

ADV | ADV Part 3