210 Financial - Investment Advisers

About 210 Financial

210 Financial is an investment adviser headquartered in Morton, Illinois, operating under the legal name 210 Wealth Management, Inc. The firm reports $242.85 million in regulatory assets under management and 16 employees. It is one of the investment advisers in Illinois in this directory. The firm describes itself as independent and family-owned. The firm focuses on retirement planning for people approaching retirement and the people close to them, and it serves clients in Illinois and Iowa. It also publishes educational material, including a book meant as a starting point for financial planning and a guide on how recent federal legislation may affect retirement strategies. Kendall Stahl, identified as an advisor and partner, produces videos that explain financial topics in plain terms. The firm also describes an internal culture built around team lunches, social events, and support for local charities. Its profile in the directory of US investment advisers lists it alongside other registered advisers across the country.

Key Facts

Assets Under Management

$242.85M

Employees

16

SEC File Number

801-129099