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Lawrence Tantilla

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Villa Park, IL

Credentials

Series 63, Series 65

Industry experience

24 years

About

Lawrence Tantilla is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has worked with firms including Voya Financial Advisors and Principal Life Insurance Company. Tantilla is also involved as a board member and volunteer with Clean Up - Give Back.org, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services with a variety of account platforms and investment strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Villa Park, IL

Most active in

Illinois

Work history

Cambridge Investment Research Advisors

2020 - Present (6 years)

Cambridge Investment Research, Inc.

2020 - Present (6 years)

Voya Financial Advisors, Inc.

2019 - 2020 (1 year)

Princor Financial Services Corporation

2014 - 2019 (5 years)

Tantilla Financial Services

2014 - 2019 (5 years)

Principal Life insurance Company

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John D

Series 63, Series 65

Hinsdale, IL

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John Doncaster is the principal of Doncaster Wealth LLC in Hinsdale, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Northwestern Mutual and Pacific Life, where he maintained roles from 2012 through 2025. Outside of advisory work, he is involved in insurance sales and servicing. Doncaster Wealth LLC provides discretionary asset management and financial planning services tailored to clients’ goals, time horizons, and risk tolerance. The firm employs methods including fundamental and cyclical analysis, as well as Modern Portfolio Theory, and accepts discretionary trading authority to implement strategies.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies

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General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Edgardo N

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Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.

Private / alternative investments Options & derivatives strategies
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Active portfolio management Options & derivatives strategies Private / alternative investments
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General retirement planning Social Security optimization Tax-loss harvesting
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Michael A

Series 65

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Active portfolio management Options & derivatives strategies Concentrated stock management
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