Thomas
Guyett

Cantlon Financial Planning LLC

CRD#4365000
Investment Advisor
in South Elgin, IL

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About this Advisor

Thomas Guyett is a financial advisor based in South Elgin, Illinois, working with Cantlon Financial Planning LLC. Thomas has previously worked at Dreher & Associates, Inc, Cantlon Financial Planning, and Waterstone Financial Group, Inc. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Thomas is part of Cantlon Financial Planning LLC, which operates one office and has three employees. The firm manages $113.1 million in assets and offers services such as financial planning and portfolio management for individuals and small businesses. The fee structure at Cantlon Financial Planning LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

41W 671 Burlington Road
South Elgin, IL 60177

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Cantlon Financial Planning LLC Brokerage Details

Total Assets Under Management

$113,069,312

Total Number of Employees

3

Total Number of Accounts

264

Average Account Size

$428,293

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Thomas Guyett Work History

2002 - Present (23 years)

Waterstone Financial Group, Inc

2001 - Present (24 years)

Dreher & Associates, Inc

2000 - Present (25 years)

Cantlon Financial Planning

Disclosures

Please visit the SEC profile of Thomas Guyett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cantlon Financial Planning LLC

Robert Gephart
St Charles, IL
Thomas Guyett
South Elgin, IL
Michael Cantlon
St Charles, IL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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