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Carrie Sue Stahl

210 WEALTH MANAGEMENT, INC.·MORTON, Illinois
Unclaimed Profile
110 B. YORDY ROAD, MORTON, IL 61550CRD# 6309674Firm CRD# 328570
01

About

Carrie Sue Stahl is a registered financial advisor based in MORTON, Illinois, affiliated with 210 WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
210 WEALTH MANAGEMENT, INC.
210 FINANCIAL
AUM
$117M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at 210 WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6309674
Firm CRD# 328570
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carrie Sue Stahl offer?
Carrie Sue Stahl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MORTON, Illinois for a consultation.
What are Carrie Sue Stahl's credentials?
Carrie Sue Stahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie Sue Stahl located?
Carrie Sue Stahl is based in MORTON, Illinois, working with 210 WEALTH MANAGEMENT, INC.. Their office serves clients in the MORTON metropolitan area and surrounding communities.
How does Carrie Sue Stahl charge for services?
Carrie Sue Stahl's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 210 WEALTH MANAGEMENT, INC.?
210 WEALTH MANAGEMENT, INC. has approximately 13 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MORTON
John Mark Creekmur — CREEKMUR ASSET MANAGEMENT, LLCTanya Michelle Olvera — 210 WEALTH MANAGEMENT, INC.Philip James Cooper — 210 WEALTH MANAGEMENT, INC.Kendall Stephan Stahl — 210 WEALTH MANAGEMENT, INC.Kelly K Cooper — 210 WEALTH MANAGEMENT, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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