Kelly Cooper is a control person of 210 Wealth Management and directly owns between 25% and 50% of it.
210 Wealth Management is an investment adviser based in Morton, IL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $243 million, as filed on 3 August 2026. Its fees, ownership and offices are on the firm’s profile.
Kelly Cooper is Chief Financial Officer of 210 Financial. She co-founded the company over 25 years ago alongside her husband, Phil, and serves as director of finance and human resources.
- CRD
- 5667496
- Firm
- 210 Wealth Management · CRD 328570
- Role
- Operations Director
- In role since
- October 2023 · 3 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Morton, IL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 210financial.com
Where does Kelly Cooper work?
Kelly Cooper has been Operations Director of 210 Wealth Management, Inc. since October 2023, and is a control person of the firm.
How can I verify Kelly Cooper’s record?
Kelly Cooper’s role is listed on 210 Wealth Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 328570.
