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Michael Francis Cantlon

Cantlon Financial Planning LLC

St Charles, IL

CRD 1337858

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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

AuthorityCategoryStatusDate
IL RA APPROVED 2012-05-02
  • IL RA
    APPROVED
    Since 2012-05-02

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
OrganizationCityStateFromTo
Michael F. Cantlon Park Ridge IL 09/1983 Present
Self-Employed Financial Planner Park Ridge IL 10/1983 Present
Cantlon Financial Planning, Llc Saint Charles IL 01/2012 Present
  • 09/1983 → Present
    Michael F. Cantlon
    Park Ridge, IL
  • 10/1983 → Present
    Self-Employed Financial Planner
    Park Ridge, IL
  • 01/2012 → Present
    Cantlon Financial Planning, Llc
    Saint Charles, IL
Other Businesses

LICENSED TO SELL LIFE AND ACCIDENT INSURANCE LICENSED TO SELL FIRE AND CASUALTY INSURANCE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-09-02
  • S63 Uniform Securities Agent State Law Examination
    1987-09-02
Other Names
  • Michael F Cantlon
  • Michael F Cantlon

View on SEC IAPD

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