KS
Kendall S. Stahl
210 FINANCIAL
Morton, IL 61550
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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.
1)Stahl Farms. Investment Related. 15802 Brimfield Jubilee Rd, Brimfield, IL 61517. Farming. Owner. 1/2008. 40 Hours devoted to business per month. 0 Hours devoted per month during securities trading hours. Owner and operator. 2)210 Financial; Investment Related. 100 B Yordy Rd Morton, IL 61550. Insurance Sales. Agent. 03/2020. 30 Hours devoted to business per month. 30 Hours devoted to business per month during securities trading hours. 3.) CWKS PROPERTIES LLC; YES INVESTMENT RELATED; 11905 HICKORY SPRINGS DRIVE, BRIMFIELD, IL 61517; REAL ESTATE INVESTING (RENTAL PROPERTY); OWNER; START DATE: 01/2018; APPROX: 5 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING HOURS. PROPERTY MANAGEMENT AND OWNER OPERATOR. 4.) AUTHENTIC OAK LLC; YES, INVESTMENT RELATED; 11905 HICKORY SPRINGS DRIVE, BRIMFIELD, IL 61517; REAL- ESTATE INVESTING; OWNER; START DATE: 05/2021; APPROX: 5 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING HOURS. PROPERTY MANAGEMENT AND OWNER OPERATOR. 5.) AEWM - Investment Related: Unaffiliated Investment Advisory Firm. Investment Advisor Representative.
CRS (Client Relationship Summary) - RIA
Click below to view Kendall Stephan Stahl's 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®
NoneExperience
Current
January 10, 2024 - Present
210 FINANCIAL
Office #1: 110 B. Yordy Road, Morton, IL 61550RIA
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)
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)Upgrade to AdvisorCheck 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)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,335 |
| AUM (Assets Under Management) | $ 145,139,695 |
Red Flags
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Company Information
210 FINANCIAL
CRD#: 328570Morton, IL 61550TRUST BUT VERIFY
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