Cantlon Financial Planning LLC

Cantlon Financial Planning LLC (CRD# 106622) is a financial advisory firm headquartered in , . They manage $92,951,528 in 253 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.cantlonfinancial.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • 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
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 Cantlon, financial advisor Saint Charles IL
Michael F. Cantlon
CRD#: 1337858
Saint Charles, IL

Michael Cantlon (CRD# 1337858) is an Investment Advisor Representative working at Cantlon Financial Planning LLC in Saint Charles, IL and has over 36 years of experience in the finance industry.

2
Robert Gephart, financial advisor Saint Charles IL
Robert T. Gephart
CRD#: 5961800
Saint Charles, IL

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.

3
Thomas Guyett, financial advisor Saint Charles IL
Thomas E. Guyett
CRD#: 4365000
41w 671 Burlington Road, Saint Charles, IL 60175

Thomas Guyett (CRD# 4365000) is an Investment Advisor Representative working at Cantlon Financial Planning LLC in Saint Charles, IL and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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