Michael John Greenen

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 06/2025
  Lantern Wealth Guardians Ltd.
  Elburn, IL
• 06/2025 → 02/2026
  Edge Financial Advisors, Llc
  Wheaton, IL
• 02/2026 → Present
  Cerity Partners Llc
  New York, NY
• 12/1999 → 06/2025
  Michael J Greenen Cpa
  Elburn, IL

Previous Registrations

• 2025-06-24 → 2026-03-23
  Edge Financial Advisors, Llc
  Wheaton, IL
• 2019-08-28 → 2025-07-31
  Lantern Wealth Guardians Ltd.
  Geneva, IL
• 2005-02-16 → 2019-08-23
  Avantax Advisory Services
  Elburn, IL
• 2001-02-16 → 2002-08-14
  Cetera Investment Advisers Llc
  Elburn, IL

Exams

• S66 Uniform Combined State Law Examination
  2001-01-19

Designations

• Certified Financial Planner
• Personal Financial Specialist