Noah Posthumus
Advisor at Rooted Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Rooted Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bourbonnais, IL 60914
Credentials
Series 65
Industry experience
< 1 year
Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.
Maximum 1.80% annually, negotiable, paid monthly in arrears
389 William Latham R Senior Drive
Bourbonnais, IL 60914
Illinois
Rooted Wealth Advisors
2024 - Present (2 years)
Taylor Chrysler Dodge
2014 - 2024 (10 years)
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