AdvisorOS Directory
Claim Profile
KC

Kelly K Cooper

210 WEALTH MANAGEMENT, INC.·MORTON, Illinois
Unclaimed Profile
110 B. YORDY ROAD, MORTON, IL 61550CRD# 5667496Firm CRD# 328570
01

About

Kelly K Cooper 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# 5667496
Firm CRD# 328570
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MORTON?

Browse all registered financial advisors in MORTON, Illinois or claim this profile if it's yours.

Browse MORTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kelly K Cooper offer?
Kelly K Cooper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MORTON, Illinois for a consultation.
What are Kelly K Cooper's credentials?
Kelly K Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly K Cooper located?
Kelly K Cooper 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 Kelly K Cooper charge for services?
Kelly K Cooper'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MORTON
John Mark Creekmur — CREEKMUR ASSET MANAGEMENT, LLCCarrie Sue Stahl — 210 WEALTH MANAGEMENT, INC.Tanya Michelle Olvera — 210 WEALTH MANAGEMENT, INC.Philip James Cooper — 210 WEALTH MANAGEMENT, INC.Kendall Stephan Stahl — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile