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Philip James Cooper

210 WEALTH MANAGEMENT, INC.·MORTON, Illinois
SIE, Series 6, Series 63, Series 65Clean record22 years registered210 WEALTH MANAGEMENT, INC.
110 B. YORDY ROAD, MORTON, IL 61550CRD# 4623196Firm CRD# 328570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip James Cooper · MORTON, IL
Registration
CRD #4623196 · 210 WEALTH MANAGEMENT, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

210 FINANCIAL
Jan 2024 – present
AE WEALTH MANAGEMENT, LLC
May 2017 – May 2024
Morton, IL
CREATIVE FINANCIAL DESIGNS, INC.
Apr 2004 – May 2017
MORTON, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · April 14, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
210 WEALTH MANAGEMENT, INC.
CRD 328570 · SEC 801-129099
AUM
$117M
Regulatory assets under management
Employees
13
547 client accounts
Services offered by 210 WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at 210 WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Philip James Cooper offer?
Philip James Cooper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MORTON, Illinois for a consultation.
What are Philip James Cooper's credentials?
Philip James Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip James Cooper located?
Philip James 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 Philip James Cooper charge for services?
Philip James 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.
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Other Advisors at 210 WEALTH MANAGEMENT, INC.

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Kendall Stephan Stahl
MORTON, IL

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