MG
CFP · PFS
MG
CFP · PFS

Michael John Greenen

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
243 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$379.3M

Fee Structure

Minimum Annual Fee:$5,000
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Location

1770 S Randall Rd, Suite A148, Geneva, IL, 60134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael owns Michael J. Greenen CPA PC, taking about 10% of his time during trading hours.

Employment History
Current Registrations
Edge Financial Advisors, LLC
June 2025 - Present · 8 mos
Previous Registrations
Lantern Wealth Guardians LTD.
August 2019 - July 2025 · 5 yrs 11 mos
H.D. Vest Advisory Services, INC
February 2005 - August 2019 · 14 yrs 6 mos
Hd Vest Investment ServicesBroker
January 2005 - August 2019 · 14 yrs 7 mos
Waterstone Financial Group, INC.Broker
August 2002 - December 2004 · 2 yrs 4 mos
Terra Financial Planning Group LTD
February 2001 - August 2002 · 1 yr 6 mos
Terra Securities CorporationBroker
January 2001 - July 2002 · 1 yr 6 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Michael John Greenen - Financial Advisor | TrueAdvisor