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Matthew Allen Sivertsen

THE PLANNING CENTER, INC.·MOLINE, Illinois
Series 66Clean record16 years registeredTHE PLANNING CENTER, INC.
1615 5TH AVENUE, MOLINE, IL 61265CRD# 5455790Firm CRD# 118994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Allen Sivertsen · MOLINE, IL
Registration
CRD #5455790 · THE PLANNING CENTER, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

THE PLANNING CENTER, INC.
Jun 2010 – present
THE PLANNING CENTER ADVISORS, INC.
Aug 2010 – Sep 2014
MOLINE, IL
02

Registrations & Exams

FINRA examinations passed
Series 66
Registration record
First registered · June 24, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE PLANNING CENTER, INC.
CRD 118994 · SEC 801-61051
AUM
$1.1B
Regulatory assets under management
Employees
27
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. →
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05

Frequently Asked Questions

What services does Matthew Allen Sivertsen offer?
Matthew Allen Sivertsen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOLINE, Illinois for a consultation.
What are Matthew Allen Sivertsen's credentials?
Matthew Allen Sivertsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Allen Sivertsen located?
Matthew Allen Sivertsen 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 Allen Sivertsen charge for services?
Matthew Allen Sivertsen'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.

Hank Jude Boudreaux
MOLINE, IL
CFP
Joseph Jeffry Sessions
MOLINE, IL
CFP
Andrew Charles Sivertsen
MOLINE, IL
Cicily Carson Maton
MOLINE, IL
Eric Hamilton Kies
MOLINE, IL
John Scott Longstaff
MOLINE, IL

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