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Matthew Joseph Mercer

THE PLANNING CENTER, INC.·MOLINE, Illinois
Clean recordTHE PLANNING CENTER, INC.
1615 5TH AVENUE, MOLINE, IL 61265CRD# 7526497Firm CRD# 118994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Joseph Mercer · MOLINE, IL
Registration
CRD #7526497 · THE PLANNING CENTER, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Joseph Mercer is a registered financial advisor based in MOLINE, Illinois, affiliated with THE PLANNING CENTER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE PLANNING CENTER, INC.
THE PLANNING CENTER, INC.
AUM
$1.1B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at THE PLANNING CENTER, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF NET WORTH AND INCOME
Regulatory
SEC/IARD CRD# 7526497
Firm CRD# 118994
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Joseph Mercer offer?
Matthew Joseph Mercer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOLINE, Illinois for a consultation.
What are Matthew Joseph Mercer's credentials?
Matthew Joseph Mercer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Joseph Mercer located?
Matthew Joseph Mercer 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 Matthew Joseph Mercer charge for services?
Matthew Joseph Mercer'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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Other Advisors at THE PLANNING CENTER, INC.

Amy Elizabeth Tessmer
MOLINE, IL
Andrew Charles Sivertsen
MOLINE, IL
Cicily Carson Maton
MOLINE, IL
John Scott Longstaff
MOLINE, IL
Joseph Jeffry Sessions
MOLINE, IL
Michael Anthony Branham
MOLINE, IL

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