Michael J. Greenen

EDGE FINANCIAL ADVISORS

WHEATON, IL 60187

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CRD#: 4319184

Professional summary

Michael John Greenen, CFP® is a registered financial advisor currently at EDGE FINANCIAL ADVISORS, LLC located in Wheaton, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

Small Business Planning

Estate Planning

Tax Planning

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

AUM

Business Owners

Entrepreneurs

High Net Worth Client Needs

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Michael Greenen is the owner of Michael J. Greenen CPA PC. This activity accounts for approximately 10% of his time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Greenen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

June 24, 2025 - Present

EDGE FINANCIAL ADVISORS, LLC

Office #1: 111 West Wesley Street Suite 1, Wheaton, IL 60187

RIA

CRD#: 136426

WHEATON, IL

Past

August 28, 2019 - July 31, 2025

LANTERN WEALTH GUARDIANS LTD.

RIA

CRD#: 304968

GENEVA, IL

Past

February 16, 2005 - August 23, 2019

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

ELBURN, IL

Past

January 10, 2005 - August 23, 2019

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

ELBURN, IL

Past

August 27, 2002 - December 31, 2004

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

Past

February 16, 2001 - August 14, 2002

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

ELBURN, IL

Past

January 16, 2001 - July 22, 2002

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EDGE FINANCIAL ADVISORS, LLC

ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(6/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/19/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/12/2001

General Securities Representative Examination

Current Firm

EDGE FINANCIAL ADVISORS, LLC

ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

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Contact information

Main Address

111 West Wesley Street Suite 1, Wheaton, IL 60187

Mailing Address

Phone number

(630) 221-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EDGE FINANCIAL ADVISORS, LLC ADV PART 2A (4/22/2025)

Regulatory assets under management

Total Number of Accounts	821
AUM (Assets Under Management)	$ 379,263,936

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael J. Greenen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Greenen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANTERN WEALTH GUARDIANS LTD.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

WATERSTONE FINANCIAL GROUP, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

Primary Firm SEC Registration

EDGE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/19/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/12/2001

Current Firm

EDGE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDGE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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