Unclaimed Profile

Eric Hamilton Kies

THE PLANNING CENTER, INC.·MOLINE, Illinois

Series 7, Series 66Clean record26 years registeredTHE PLANNING CENTER, INC.

1615 5TH AVENUE, MOLINE, IL 61265CRD# 4056054Firm CRD# 118994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Hamilton Kies · MOLINE, IL

Registration

CRD #4056054 · THE PLANNING CENTER, INC. · 26 years registered

Brand Profile

Not yet started

Career History

THE PLANNING CENTER, INC.

Dec 2004 – present

THE PLANNING CENTER ADVISORS, INC.

Aug 2010 – Sep 2014

MOLINE, IL

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Dec 1999 – Oct 2004

DAVENPORT, IA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 4, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNING CENTER, INC.

CRD 118994 · SEC 801-61051

AUM

$1.1B

Regulatory assets under management

Employees

3,303 client accounts

Services offered by THE PLANNING CENTER, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNING CENTER, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Hamilton Kies offer?

Eric Hamilton Kies specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOLINE, Illinois for a consultation.

What are Eric Hamilton Kies's credentials?

Eric Hamilton Kies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Hamilton Kies located?

Eric Hamilton Kies is based in MOLINE, Illinois, working with THE PLANNING CENTER, INC.. Their office serves clients in the MOLINE metropolitan area and surrounding communities.

How does Eric Hamilton Kies charge for services?

Eric Hamilton Kies's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of net worth and income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNING CENTER, INC.?

THE PLANNING CENTER, INC. has approximately 27 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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