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210 WEALTH MANAGEMENT, INC.
210 WEALTH MANAGEMENT, INC.
210 FINANCIAL
MORTON, Illinois
·
5 registered advisors
·
CRD# 328570
SEC# 801-129099
2
309-263-1333
01
Firm Overview
AUM
$117M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at 210 WEALTH MANAGEMENT, INC.
5 registered advisors
Carrie Sue Stahl
MORTON, Illinois
CRD# 6309674
Kelly K Cooper
MORTON, Illinois
CRD# 5667496
Kendall Stephan Stahl
MORTON, Illinois
CRD# 6437211
Philip James Cooper
MORTON, Illinois
CRD# 4623196
Tanya Michelle Olvera
MORTON, Illinois
CRD# 6108434
05
Office Locations
MORTON, Illinois
5 advisors
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Data sourced from SEC Form ADV filings. 210 WEALTH MANAGEMENT, INC. (CRD# 328570) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.