Robert Gephart has been Owner -Chief Compliance Officer of Cantlon Financial Planning since January 2015, is a control person of the firm and directly owns between 25% and 50% of it. Robert Gephart holds a Bachelor of Science from the University of Notre Dame and a Master of Business Administration from Aurora 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.
Robert T. Gephart joined Cantlon Financial Planning, LLC in 2011, after almost 20 years in corporate management. He uses his management and technical background to improve daily work flow and increase efficiency at the firm. Earlier he served 4 years as an officer in the U.S. Navy, and he worked at Caterpillar Tractor while completing his MBA.
- – present · 11 yearsSt Charles, IL · Adviser representative · Firm CRD 106622
Professional designations
Listed by Cantlon Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Robert Gephart is registered as an investment adviser representative in Illinois, since November 2014.
- IllinoisSince 20 November 2014
Examinations
No examinations are on Robert Gephart’s record.
- Full name
- Robert Thomas Gephart
- CRD
- 5961800
- Firm
- Cantlon Financial Planning · CRD 106622
- Role
- Owner -Chief Compliance Officer
- Office
- St Charles, IL
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cantlonfinancial.com
Where does Robert Gephart work?
Robert Gephart has been Owner -Chief Compliance Officer of Cantlon Financial Planning LLC since January 2015, and is a control person of the firm.
Is Robert Gephart a financial advisor?
Yes. Robert Gephart has a current investment-adviser registration in Illinois, through Cantlon Financial Planning since November 2014.
How many years of experience does Robert Gephart have?
Robert Gephart has 11 years in the financial industry, since November 2014, across 1 adviser firm.
Where is Robert Gephart based?
Robert Gephart’s registered office is in St Charles, IL.
Is Robert Gephart registered with FINRA?
No. Robert Gephart has no current broker registration.
Is Robert Gephart a CFP?
Cantlon Financial Planning lists Robert Gephart with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Gephart’s record?
Search CRD 5961800 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Gephart’s full registration record.