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CANTLON FINANCIAL PLANNING LLC

· CRD 106622 · IAPD ↗ · cantlonfinancial.com · 630-584-4508

$125.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — CANTLON FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.