Maggie
Root
Rkl Private Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Maggie Root is a financial advisor working out of Lancaster, Pennsylvania with a total of 1 year of industry experience. Root is currently employed by Rkl Private Wealth. Throughout their career, Root has worked at Full Time Student, American Eagle Outfitters, Lancaster Brian And Spine, Pa Horticultural Society, Sauder'S Eggs and Rkl Wealth Management LLC. Root holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Pennsylvania. Rkl Private Wealth is a financial advisory company that has its headquarters in Lancaster, PA. The company has offices in six locations and a total of 33 advisors. It handles $1 billion in total assets among its 1,074 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,074 client accounts, 32% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Rkl Private Wealth performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services depend on which service is provided. Fee types billed by Rkl Private Wealth most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Rkl Private Wealth Brokerage Details
$1,431,852,377
33
1,074
$1,333,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Maggie Root Work History
Maggie has been registered as a financial advisor for 1 years.*
Rkl Wealth Management LLC
Sauder'S Eggs
Sauder'S Eggs
Lancaster Brian And Spine
Pa Horticultural Society
American Eagle Outfitters
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Maggie Root to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rkl Private Wealth
Reading, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
