Unclaimed Profile

John Scott Longstaff

THE PLANNING CENTER, INC.·MOLINE, Illinois

Series 7, Series 6323 years registeredTHE PLANNING CENTER, INC.

1615 5TH AVENUE, MOLINE, IL 61265CRD# 1203969Firm CRD# 118994

Profile Verification

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

Identity

John Scott Longstaff · MOLINE, IL

Registration

CRD #1203969 · THE PLANNING CENTER, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE PLANNING CENTER, INC.

THE PLANNING CENTER, INC.

Dec 2013 – Jan 2022

FRESNO, CA

BEECHWOOD WEALTH ADVISORS, LLC

Jul 2008 – Dec 2014

FRESNO, CA

KMS FINANCIAL SERVICES, INC

Feb 2007 – Apr 2008

FRESNO, CA

BEECHWOOD INVESTMENT GROUP, LLC

Mar 2006 – May 2007

FRESNO, CA

BEECHWOOD ADVISORY GROUP, LLC

Dec 2003 – Nov 2008

FRESNO, CA

PLAN FINANCIAL INC.

Jan 2003 – Oct 2003

FRESNO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 30, 2003

Years registered · 23

Disclosure History

2002Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 John Scott Longstaff offer?

John Scott Longstaff specializes in Financial Planning, Investment Management, Wealth Management.

What are John Scott Longstaff's credentials?

John Scott Longstaff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Scott Longstaff located?

John Scott Longstaff is based in MOLINE, Illinois, last registered with THE PLANNING CENTER, INC..

How does John Scott Longstaff charge for services?

John Scott Longstaff'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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