210 Financial

Philip Cooper is a financial advisor with 23 years of industry experience, currently affiliated with 210 Financial, a team-based firm. He holds Series 63 and Series 65 credentials. His prior experience includes roles at AE Wealth Management, LLC, Creative Financial Designs, INC, CFD Investments, Inc., and Kingdom Purposes Inc. Outside of advisory work, he is involved in insurance sales and owns a real estate business. 210 Financial serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting. The firm utilizes model-driven portfolio management with a focus on goals-based household strategies and incorporates a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, annuities, and donor-advised funds.

Kendall Stahl is a Series 65 licensed advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He previously worked at AE Wealth Management and Kingdom Purposes. Outside of financial advising, he is the owner and operator of Stahl Farms, a farming business in Brimfield, Illinois. 210 Financial is a team-based firm serving individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs model-driven portfolio management using a variety of investment vehicles and often integrates third-party model managers to implement client strategies.

Jesse Psinas is a financial advisor at 210 Financial in Morton, IL, holding a Series 65 credential with four years of industry experience. His prior roles include positions in auto finance and insurance sales at Premier Dealer Services and several auto dealerships. Outside of advising, he is involved in insurance sales and services through 210 Financial and works as a sub-agent handling extended warranty and maintenance claims in the auto industry. 210 Financial serves individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting through model-driven portfolio management and third-party sub-advisers. The firm incorporates insurance products and donor-advised funds into client strategies and publicly utilizes endorsements and educational seminars.

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.

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.