Inactive

Michael John Greenen

Cerity Partners LLC

Cerity Partners Retirement Plan Consultants

Claim This Profile

Current Employers

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-03-05

IL RA
APPROVED

Since 2026-03-05

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

111 W Wesley St Suite 1, Wheaton, IL 60187 • United States

Cerity Partners Retirement Plan Consultants

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-03-05

IL RA
APPROVED

Since 2026-03-05

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

111 W Wesley St Suite 1, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

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

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-01-19

S66 Uniform Combined State Law Examination

2001-01-19

Designations

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor