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Thomas Edward Guyett

Investment adviser representative at Cantlon Financial Planning LLC
26 yearsExperience
1 stateRegistered in
$125.1MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

26 years in the industry.

  1. Waterstone Financial Group, Inc.Oct 2002 to now
  2. Dreher & Associates, IncMar 2001 to now
  3. Cantlon Financial Planning LLCSep 2000 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (IL).

Cantlon Financial Planning LLC

$125.1MAssets managed
99Clients
3Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4365000
Firm CRD
106622
Advisor's SEC record (opens in a new tab)
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