210 Financial

Philip Cooper is a financial advisor at 210 Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Creative Financial Designs. Outside of advisory work, he is involved in real estate through ownership of CKH Holdings. 210 Financial provides discretionary investment advisory and portfolio management services along with financial planning to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm manages approximately $145 million in assets and utilizes model portfolios overseen by financial professionals and implemented through third-party sub-advisers.

Kendall Stahl is a financial advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He holds a Series 65 designation and has previously worked with AE Wealth Management and Kingdom Purposes. Outside of his advisory role, Stahl is the owner and operator of Stahl Farms, a farming business. 210 Financial provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm employs model-based portfolio management with third-party sub-advisers and integrates financial planning into its advisory services.

Jesse Psinas is a financial advisor with 210 Financial in Morton, Illinois, holding a Series 65 designation and four years of industry experience. He has worked at AE Wealth Management and 210 Financial since 2021 and has prior experience in the automotive finance industry. Outside of advisory work, he is involved with Premier Dealer Services, where he handles finance products related to extended warranty and maintenance. 210 Financial provides discretionary investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm uses model portfolios managed by third-party sub-advisers and integrates financial planning into its advisory services, with a notable affiliated insurance agency offering insurance products as part of client plans.

Lawson Leahr is an advisor at 210 Financial with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining 210 Wealth Management, he worked at Northwestern Mutual in various roles from 2023 to 2024. Outside of his advisory work, he owns and operates Attis, LLC, a business providing personal training and coaching focused on athletic physical fitness and sports performance. 210 Wealth Management, operating as 210 Financial, offers discretionary investment advisory and portfolio management services along with financial planning to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm manages approximately $145 million in assets and employs model-based portfolio management integrated with financial planning tailored to clients’ objectives and risk tolerances.

Jacob Hauter is a Series 65-licensed financial advisor at 210 Financial with one year of industry experience. He previously worked at Cedarville University from 2020 to 2024. Hauter is also a licensed insurance agent offering insurance and annuity products to clients of 210 Wealth Management. 210 Financial provides discretionary investment advisory and portfolio management services, serving individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm integrates financial planning into its advisory services and typically manages client assets through model portfolios overseen by in-house professionals and implemented by third-party sub-advisers.