Cantlon Financial Planning LLC

Cantlon Financial Planning LLC (CRD# 106622) is a financial advisory firm headquartered in , . They manage $82,070,227 in 203 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $404,287
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Cantlon Financial Planning LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael F. Cantlon
CRD#: 1337858
Saint Charles, MN
93
Wealthminder
score

Michael Cantlon (CRD# 1337858) is an Investment Advisor Representative working at Cantlon Financial Planning LLC in Saint Charles, MN and has over 29 years of experience in the finance industry.

2
Thomas E. Guyett
CRD#: 4365000
41w 671 Burlington Road, South Elgin, IL 60177
93
Wealthminder
score

Thomas Guyett (CRD# 4365000) is an Investment Advisor Representative working at Cantlon Financial Planning LLC in South Elgin, IL and has over 15 years of experience in the finance industry.

3
Robert T. Gephart
CRD#: 5961800
Saint Charles, MN
90
Wealthminder
score

Robert Gephart (CRD# 5961800) is an Investment Advisor Representative working at Cantlon Financial Planning LLC in Saint Charles, MN 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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