Robert Thomas Gephart

Employer firm

Cantlon Financial Planning LLC CRD 106622

$125M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Cantlon Financial Planning Llc

St Charles, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2014-11-20

IL RA
APPROVED

Since 2014-11-20

Branch Locations

St Charles, IL • 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
Cantlon Financial Planning, Llc	Saint Charles	IL	04/2011	Present
Robert Gephart Llc	Saint Charles	IL	04/2011	Present

04/2011 → Present

Cantlon Financial Planning, Llc

Saint Charles, IL
04/2011 → Present

Robert Gephart Llc

Saint Charles, IL

Other Businesses

ROBERT GEPHART, LLC NOT INVESTMENT RELATED 1912 CAMBRIDGE DR., ST. CHARLES, IL 60174 WEB DESIGN AND IT SUPPORT I AM THE OWNER. THIS BUSINESS WAS CREATED IN APRIL 2011 TO ACCOUNT FOR NON-INVESTMENT RELATED INCOME. I SPEND 20 HOURS A MONTH ON THIS BUSINESS AND ALL OF THE HOURS ARE COMPLETED OUTSIDE OF SECURITIES TRADING HOURS.