210 Financial

210 Financial (CRD# 328570) is a financial advisory firm headquartered in Morton, IL. They manage $116,830,850 in 547 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
110 B. Yordy Road, Morton, IL 61550
https://www.youtube.com/@210financial
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $213,585
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA, IL, IN, NY, TN, TX

Financial Advisors at 210 Financial
Showing 1 - 3 of 3 top financial advisors.
1
Philip Cooper, financial advisor Morton IL
Philip J. Cooper
CRD#: 4623196
110 B. Yordy Road, Morton, IL 61550

Philip Cooper (CRD# 4623196) is an Investment Advisor Representative working at 210 Financial in Morton, IL and has over 21 years of experience in the finance industry.

2
Kendall Stahl, financial advisor Morton IL
Kendall S. Stahl
CRD#: 6437211
110 B. Yordy Road, Morton, IL 61550

Kendall Stahl (CRD# 6437211) is an Investment Advisor Representative working at 210 Financial in Morton, IL and has over 8 years of experience in the finance industry.

3
Jesse Psinas, financial advisor Morton IL
Jesse D. Psinas
CRD#: 7466785
110 B. Yordy Road, Morton, IL 61550

Jesse Psinas (CRD# 7466785) is an Investment Advisor Representative working at 210 Financial in Morton, IL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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