Michael Cantlon has been Owner of Cantlon Financial Planning since December 1983, is a control person of the firm and directly owns between 10% and 25% of it. Michael Cantlon holds a Bachelor's Degree in Accounting from De Paul University.
Cantlon Financial Planning LLC is a firm with $125M under management, 99 clients and 3 advisers across 2 offices, as of its January 2026 filing.
Michael F. Cantlon founded Cantlon Financial Planning, LLC in 1984 as the sole proprietor. His early work experience was as an Auditor and then Corporate Controller until 1983. He has experience in corporate matters including accounting, income taxes, insurance, employee benefits, auditing, and acquisitions and divestitures.
- – present · 14 yearsSt Charles, IL · Adviser representative · Firm CRD 106622
Investment adviser representative registrations
Michael Cantlon is registered as an investment adviser representative in Illinois, since May 2012.
- IllinoisSince 2 May 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 September 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 July 1985 |
| Series 22 | Direct Participation Programs Representative Examination | 14 December 1984 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Michael Francis Cantlon
- CRD
- 1337858
- Firm
- Cantlon Financial Planning · CRD 106622
- Role
- Owner
- Office
- St Charles, IL
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cantlonfinancial.com
Where does Michael Cantlon work?
Michael Cantlon has been Owner of Cantlon Financial Planning LLC since December 1983, and is a control person of the firm.
Is Michael Cantlon a financial advisor?
Yes. Michael Cantlon has a current investment-adviser registration in Illinois, through Cantlon Financial Planning since May 2012.
How many years of experience does Michael Cantlon have?
Michael Cantlon has 14 years in the financial industry, since May 2012, across 1 adviser firm.
What exams has Michael Cantlon passed?
Michael Cantlon has passed 3 licensing exams: the Series 22, Series 6 and Series 63. The earliest, the Series 22, was passed in December 1984.
Where is Michael Cantlon based?
Michael Cantlon’s registered office is in St Charles, IL.
Is Michael Cantlon registered with FINRA?
No. Michael Cantlon has no current broker registration.
How can I verify Michael Cantlon’s record?
Search CRD 1337858 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Cantlon’s full registration record.
