Robert Gephart, financial advisor Saint Charles IL

Robert Gephart

CRD Number: 5961800
Current Firm: Cantlon Financial Planning LLC

Robert Gephart (CRD# 5961800) is an Investment Advisor Representative working at Cantlon Financial Planning LLC in Saint Charles, IL and has 1 year of experience in the finance industry. Robert Gephart 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.

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Professional Designations
Company Name Location Dates Years
Cantlon Financial Planning, LLC Saint Charles, IL Apr 2011 - Current 12
Robert Gephart LLC Saint Charles, IL Apr 2011 - Current 12

Robert Gephart has no recent exams reported.
Contact Info for Robert T. Gephart
Phone Number: 630-584-4508
Registered State(s):
  • IL
Current Firm Details
Cantlon Financial Planning LLC
Firm's CRD Number: 106622
By the Numbers
  • Total Assets Under Management
    93
    MILLIONS
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $367,397
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL

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