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KS

Kendall S. Stahl

210 FINANCIAL
Morton, IL 61550
Some features on this profile are disabled
CRD#: 6437211
KS

Professional summary

Kendall Stephan Stahl is a registered financial advisor currently at 210 FINANCIAL located in Morton, Illinois.

Kendall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kendall has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendall Stephan Stahl's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 10, 2024 - Present

210 FINANCIAL

Office #1: 110 B. Yordy Road, Morton, IL 61550
RIA
CRD#: 328570
Morton, IL
Past

January 24, 2017 - May 23, 2024

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Morton, IL
Past

February 5, 2016 - April 12, 2017

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
Morton, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
2F
210 FINANCIAL
210 FINANCIAL | 210 WEALTH MANAGEMENT, INC. | 210 FINANCIAL WEALTH MANAGEMENT INC.

CRD#: 328570 / SEC#: 801-129099

RIA
Registered Investment Advisory firm - (11/24/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/10/2024)
IAR
Texas
(4/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/6/2015
Uniform Investment Adviser Law Examination

Current Firm

2F
210 FINANCIAL
210 FINANCIAL | 210 WEALTH MANAGEMENT, INC. | 210 FINANCIAL WEALTH MANAGEMENT INC.

CRD#: 328570 / SEC#: 801-129099

RIA
Registered Investment Advisory firm - (11/24/2023 Approved)
PREMIUM
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Contact information

Main Address
110 B. Yordy Road, Morton, IL 61550
Mailing Address
Phone number
(309) 263-1333
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

210 ADV 2A INITIAL (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,335
AUM (Assets Under Management)$ 145,139,695

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

210 FINANCIAL

CRD#: 328570Morton, IL 61550

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