Kendall & The 210zies

Did you know Phil is an avid hummingbird fan? Did you know Carrie used to want to be a kindergarten teacher? And that's just the beginning! In this podcast, Kendall & the 210zies (Kenzie and Mikkinzie) are interviewing everyone from the office to give you the inside scoop on your 210 Financial team! Listen in for some crazy stories and fun facts! // 210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies. 01066205 10/21

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Kendall & The 210zies

Katie Cooper

September 24, 2021 • Carrie Stahl

Did you know Katie is our go-to fact checker and if you hear giggles in our office it’s probably her?

In this episode, we're introducing you to Katie, our Client Operations Specialist here at 210! They make sure all of your paperwork is in order before you sign it and beyond!

In this episode, we're talking about:

Her ideal job title
Where you will find her at lunch time in Peoria
Her first post-COVID dream trip
What comes to mind when she thinks of 210
and more!

We hope you enjoy!

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Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.

This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.

210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.

01016393 08/21