LL
Lawson Leahr
210 FINANCIAL
Davenport, IA 52806
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CRD#: 7692831
LL
Professional summary
Lawson Leahr is a registered financial advisor currently at 210 FINANCIAL located in Davenport, Iowa.
Lawson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lawson has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
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. 100% OWNER, ATTIS, LLC, 615 W SCOTT DR, BLUEGRASS, , IOWA, 52726, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/10/2018, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, PERSONAL TRAINING AND COACHING FOR ATHLETES PHYSICAL FITNESS AND SPORTS PERFORMANCE. 2. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, INVESTMENT RELATED. 210 FINANCIAL, 100 Kimberly Rd., Ste 704, Davenport, IA 52806.
CRS (Client Relationship Summary) - RIA
Click below to view Lawson Leahr'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 6, 2025 - Present
210 FINANCIAL
Office #1: 100 Kimberly Rd. Suite 704, Davenport, IA 52806RIA
CRD#: 328570
Davenport, IA
Past
August 24, 2023 - September 26, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Bettendorf, IA
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(1/6/2025)
IAR
Iowa(1/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 8/24/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
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#: 328570Davenport, IA 52806TRUST BUT VERIFY
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