Chief Executive Officer · 210 Financial
Carrie S. Stahl
CRD 6309674 · Named on Form ADV at one SEC-registered adviser
At a glance
210 Financial, an SEC-registered wealth manager based in Morton, IL with $243 million in regulatory assets, lists Carrie S. Stahl on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- 210 FinancialChief Executive OfficerWealth manager · Morton, IL · $243M in regulatory assets
AtlasMembers
Carrie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Philip J. CooperFounder & Advisor, 210 Financial
- Kendall S. StahlDirector of Sales & Advisor, 210 Financial
- Tanya M. OlveraChief Compliance Officer, 210 Financial
- Kelly K CooperOperations Director, 210 Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carrie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.