Michael Stanton (CRD# 6471206) is an Investment Advisor Representative working at Stanton Financial Planning, LLC in Chicago, IL and has 1 year of experience in the finance industry. Michael Stanton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stanton Financial Planning LLC | Chicago, IL | Mar 2015 - Current | 9 |
| Bmo Harris Bank | Chicago, IL | Oct 1993 - Feb 2015 | 21 |
- IL
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$281,633
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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