Michael Stanton
STANTON FINANCIAL PLANNING
CHICAGO, IL
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CRD#: 6471206
Professional summary
Michael Stanton, CFP® is a registered financial advisor currently at STANTON FINANCIAL PLANNING, LLC located in Chicago, Illinois.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 1 firm .
Biography
After over 30 years providing financial services and guidance to business owners, individuals and families through a major bank in Chicago, I have started my own fee-only financial planning business. Stanton Financial Planning, LLC is dedicated to providing individuals and business owners with what I believe they are looking for most - a trusted, objective advisor with no products to sell or hidden agendas. I do what’s best for the client – not what is best for some salesperson.
However, I am not alone. As a member of the Alliance of Comprehensive Planners (ACP), I am proud to apply the time-tested approach developed through the collective wisdom of its membership: a core group of highly credentialed and experienced financial planners who support each other professionally. Among their numbers, ACP members count CPA, CFA, CFP, PhD and Attorneys, including practice experts across the spectrum of the financial planning process.
I received my BA from University of Illinois, Urbana, and a Masters in Business Administration from Roosevelt University in Chicago.
I am very involved in my community, having recently co-chaired the successful Beverly Arts Center Challenge, which reduced the local Art Center’s debt from $4.3 million to $1.0 million. I have also served as President of the Beverly Area Planning Association (BAPA) and am currently chair of its Development Committee.
While not all of facets of my financial future are worry-free (four kids, two in college, two out; my wife, who teaches high school, and a dog!) I would welcome the opportunity to show you how I can help you with your financial future!
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
Education Planning
Business Succession Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Stanton's 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®
Start date: 2007
Experience
Current
April 27, 2015 - Present
STANTON FINANCIAL PLANNING, LLC
RIA
CRD#: 177527
CHICAGO, IL
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(4/27/2015)
Exams
Current Firm
STANTON FINANCIAL PLANNING, LLC
STANTON FINANCIAL PLANNING, LLC
CRD#: 177527 / SEC#:
Illinois
Registered Investment Advisory firm - (4/27/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Chicago, IL
Mailing Address
Phone number
(312) 520-2922
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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