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Kenneth R. Eckhardt

Advisor at Cetera — Minier, IL 204 S. Main St Po Box 656

Updated today

Credentials

CFP®, Series 66

Experience

16 years

Location

Minier, IL 61759

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,122 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Kenneth Eckhardt is a CFP® professional with 16 years of industry experience, currently serving at Cetera since 2010. He holds the Series 66 designation and has worked with Cetera Financial Specialists LLC since 2009. Outside of his advisory role, he is the treasurer of the Shiloh Cemetery Association and is involved as a lead research person and financial professional with Orchard Financial Group Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Minier, IL 204 S. Main St Po Box 656

204 S. Main St, Po Box 656

Minier IL 61759

Advisors at this office

2

Most active in

Illinois · Texas

Work history

16 years of industry experience

Cetera

2010 - Present • 16 years

Schaumburg, IL

Cetera Financial Specialists LLC

2009 - Present • 17 years

Schaumburg, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Philip C

Series 63, Series 65

Morton, IL

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.

Annuities Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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Kendall S

Series 65

Morton, IL

210 Financial

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.

Annuities Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Jesse P

Series 65

Morton, IL

210 Financial

Jesse Psinas is a financial advisor with 210 Financial in Morton, IL, holding a Series 65 license and four years of industry experience. He has worked at AE Wealth Management and 210 Financial since 2021 and has additional experience in the automotive finance sector. Outside of advisory, he is involved in finance product services within the auto industry. 210 Financial serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting. The firm employs model-driven portfolio management with third-party sub-advisers and integrates insurance products and donor-advised funds into client strategies.

Annuities Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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Lawson L

Series 63, Series 65

Morton, IL

210 Financial

Lawson Leahr is a financial advisor with 210 Financial, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining 210 Wealth Management, he worked at Northwestern Mutual in various roles from 2023 to 2024 and has experience outside finance, including six years at Bowe Machine Co. He is the sole owner of Attis, LLC, a personal training and coaching business focused on athletic fitness and sports performance. 210 Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm uses model-driven portfolio management with third-party sub-advisers and integrates insurance and donor-advised fund solutions into client strategies.

Annuities Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Jacob H

Series 65

Morton, IL

210 Financial

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.

Annuities Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

John C

Series 63, Series 65

Mackinaw, IL

On Investment Management CO

John Cagle is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2020. Outside of advisory services, he is a licensed independent agent selling medical, health, and life insurance products. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to third-party investment programs, and managed account options, with a mix of discretionary and non-discretionary assets under management.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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