Ameriprise Financial Services
41yrs
Top advisor by experience in Morton
24yrs
Philip James Cooper
Financial advisor at 210 Financial
At a glance
Experience24 years (since 2003)
How that compares ?Top advisor by experience at 210 Financial
Office110 B. Yordy Road, Morton, IL 61550
Firm210 Financial
How the firm is paid ?Percent of assets, Flat fee
States licensed ?2 states
Services through 210 Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – now210 FinancialCurrent firm
- 2017 – 2024AE Wealth Management, LLCPreviously
- 2004 – 2017Creative Financial Designs, Inc.Previously
Questions to ask Philip
Tailored to Philip’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Philip
How do I contact Philip?
Call 210 Financial at 309-263-1333 and ask for Philip James Cooper. Philip works from the Morton, IL office.
How long has Philip been a financial advisor?
Philip has been in the industry since 2003, about 24 years. Top advisor by experience at 210 Financial.
What licenses does Philip hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Philip a fiduciary?
Philip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Philip paid?
210 Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Philip for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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