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Kendall Stephan Stahl

210 WEALTH MANAGEMENT, INC.·MORTON, Illinois
Clean record210 WEALTH MANAGEMENT, INC.
110 B. YORDY ROAD, MORTON, IL 61550CRD# 6437211Firm CRD# 328570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kendall Stephan Stahl · MORTON, IL
Registration
CRD #6437211 · 210 WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kendall Stephan 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
Introduction

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03

Firm Overview

Firm
210 WEALTH MANAGEMENT, INC.
210 FINANCIAL
AUM
$117M
Regulatory assets under management
Employees
13
Total firm employees
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# 6437211
Firm CRD# 328570
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kendall Stephan Stahl offer?
Kendall Stephan Stahl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MORTON, Illinois for a consultation.
What are Kendall Stephan Stahl's credentials?
Kendall Stephan Stahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kendall Stephan Stahl located?
Kendall Stephan 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 Kendall Stephan Stahl charge for services?
Kendall Stephan 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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