Roan Robert Cannon
Advisor at Rooted Wealth Advisors — Bourbonnais, IL
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.
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.
Credentials
Series 65
Experience Industry experience
1 year
Location
Bourbonnais, IL 60914
Rooted Wealth Advisors
Team
Roan Cannon is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL. He holds a Series 65 designation and has been with Rooted Wealth Advisors since 2024. Prior to entering the financial industry, he worked as a personal trainer at Fit Body U. Outside of advising, he continues to assist individuals in maximizing their workouts as an independent contractor personal trainer. Rooted Wealth Advisors offers 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 to serve about 1,425 clients across multiple offices.
Maximum 1.80% annually, negotiable, paid monthly in arrears
Bourbonnais, IL
389 William Latham R Senior Drive
Bourbonnais IL 60914
Advisors at this office
6
Illinois
1 year of industry experience
Rooted Wealth Advisors
2025 - Present • 1 year
Bourbonnais, IL
Rooted Wealth Advisors
2024 - 2025 • 1 year
Bourbonnais, IL
Fit Body U
2021 - 2024 • 3 years
Bourbonnais, IL
Full Time Student
2015 - 2021 • 6 years
Bradley, IL
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