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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

210 FINANCIAL

210 WEALTH MANAGEMENT, INC., CRD 328570

MORTON, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be115ddc-ea0d-fd0d-24df-3d6650d53dfa

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Oct 25, 2023 to Aug 3, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $243MItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $243M
Private client RAUM: $240MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $48.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,786
Individual clients: 904
High net worth clients: 32
SEC number: 801-129099
CRD: 328570
Filings on the tape: 7
First filed: Oct 25, 2023
Latest filed: Aug 3, 2026
Organised: Corporation, IL
Website: 210financial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KENDALL STEPHAN STAHL	n/a	MORTON, IL	2	11	2	no
Jesse Daniel Psinas	n/a	MORTON, IL	2	10	1	no
PHILIP JAMES COOPER	n/a	MORTON, IL	2	24	2	no
Jacob Lincoln Hauter	n/a	MORTON, IL	2	13	n/a	no
Lawson Leahr	n/a	Davenport, IA \| MORTON, IL	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COOPER, KELLY, K	OPERATIONS DIRECTOR	C	yes	10/2023	Oct 25, 2023	Jul 25, 2024
COOPER, PHILIP, JAMES	FOUNDER & ADVISOR	C	yes	10/2023	Oct 25, 2023	Jul 25, 2024
STAHL, CARRIE, SUE	CHIEF EXECUTIVE OFFICER	B	yes	10/2023	Oct 25, 2023	Jul 25, 2024
STAHL, KENDALL, STEPHAN	DIRECTOR OF SALES & ADVISOR	B	yes	10/2023	Oct 25, 2023	Jul 25, 2024
OLVERA, TANYA, MICHELLE	CHIEF COMPLIANCE OFFICER	Na	no	10/2023	Oct 25, 2023	Jul 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
210 FINANCIAL, INC.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Davenport	Ia	United States	3	no
Bloomington	IL	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$243M	$243M	16	5	2	n/a	n/a
2024	Mar 31, 2025	$145M	$144M	16	5	2	n/a	n/a
2023	Mar 25, 2024	$117M	$117M	13	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$243M	$145M	67.3%	n/a	n/a	16	16	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AE WEALTH MANAGEMENT, LLC	2	May 23, 2024	Jan 16, 2024	DAVENPORT, IA	Team lift out	RIA to RIA	0.5%

Relationships

Registered with (5)

← Lawson LeahrAdvisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV
← Jacob Lincoln HauterAdvisorregistration: current employment
Jul 4, 2024 to presentfactForm ADV
← PHILIP JAMES COOPERAdvisorregistration: current employment
Jan 16, 2024 to presentfactForm ADV
← KENDALL STEPHAN STAHLAdvisorregistration: current employment
Jan 10, 2024 to presentfactForm ADV
← Jesse Daniel PsinasAdvisorregistration: current employment
Jan 10, 2024 to presentfactForm ADV

Controls (4)

← COOPER, PHILIP, JAMESOwnerFOUNDER & ADVISOR, ownership code C, individual
Oct 25, 2023 to Jul 25, 2024factForm ADV
← COOPER, KELLY, KOwnerOPERATIONS DIRECTOR, ownership code C, individual
Oct 25, 2023 to Jul 25, 2024factForm ADV
← STAHL, CARRIE, SUEOwnerCHIEF EXECUTIVE OFFICER, ownership code B, individual
Oct 25, 2023 to Jul 25, 2024factForm ADV
← STAHL, KENDALL, STEPHANOwnerDIRECTOR OF SALES & ADVISOR, ownership code B, individual
Oct 25, 2023 to Jul 25, 2024factForm ADV

Owns (1)

← OLVERA, TANYA, MICHELLEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 25, 2023 to Jul 25, 2024factForm ADV

Moved with (1)

← AE WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
May 23, 2024 to Jan 16, 2024factForm ADV

Dated events

Occurred
May 23, 2024
Team lift-out
2 advisors left AE Wealth Management, LLC (Davenport, IA) for 210 Financial on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 25, 2023
First Form ADV filing
210 Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be115ddc-ea0d-fd0d-24df-3d6650d53dfa
First observed: Oct 25, 2023
Last observed: Aug 3, 2026 47 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

210 FINANCIAL

210 WEALTH MANAGEMENT, INC., CRD 328570

MORTON, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be115ddc-ea0d-fd0d-24df-3d6650d53dfa

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:41 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KENDALL STEPHAN STAHL

n/a

MORTON, IL

Jesse Daniel Psinas

n/a

MORTON, IL

PHILIP JAMES COOPER

n/a

MORTON, IL

Jacob Lincoln Hauter

n/a

MORTON, IL

n/a

Lawson Leahr

n/a

Davenport, IA | MORTON, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COOPER, KELLY, K

OPERATIONS DIRECTOR

yes

10/2023

Oct 25, 2023

Jul 25, 2024

COOPER, PHILIP, JAMES

FOUNDER & ADVISOR

yes

10/2023

Oct 25, 2023

Jul 25, 2024

STAHL, CARRIE, SUE

CHIEF EXECUTIVE OFFICER

yes

10/2023

Oct 25, 2023

Jul 25, 2024

STAHL, KENDALL, STEPHAN

DIRECTOR OF SALES & ADVISOR

yes

10/2023

Oct 25, 2023

Jul 25, 2024

OLVERA, TANYA, MICHELLE

CHIEF COMPLIANCE OFFICER

10/2023

Oct 25, 2023

Jul 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

210 FINANCIAL, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Davenport

United States

Bloomington

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$243M

n/a

2024

Mar 31, 2025

$145M

$144M

n/a

2023

Mar 25, 2024

$117M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$243M

$145M

67.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AE WEALTH MANAGEMENT, LLC

May 23, 2024

Jan 16, 2024

DAVENPORT, IA

Team lift out

RIA to RIA

0.5%