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THE PLANNING CENTER, INC.
THE PLANNING CENTER, INC.
MOLINE, Illinois
·
14 registered advisors
·
CRD# 118994
SEC# 801-61051
6
309-797-4030
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
14
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF NET WORTH AND INCOME
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE PLANNING CENTER, INC.
14 registered advisors
Amy Elizabeth Tessmer
MOLINE, Illinois
CRD# 7346710
Andrew Charles Sivertsen
MOLINE, Illinois
CRD# 5839836
Cicily Carson Maton
MOLINE, Illinois
CRD# 1325339
Eric Hamilton Kies
MOLINE, Illinois
CRD# 4056054
Hank Jude Boudreaux
MOLINE, Illinois
CRD# 4274831
John Scott Longstaff
MOLINE, Illinois
CRD# 1203969
Joseph Jeffry Sessions
MOLINE, Illinois
CRD# 4492591
Matthew Allen Sivertsen
MOLINE, Illinois
CRD# 5455790
Matthew Joseph Mercer
MOLINE, Illinois
CRD# 7526497
Matthew Thomas Knoll
MOLINE, Illinois
CRD# 6249612
Michael Anthony Branham
MOLINE, Illinois
CRD# 3193430
Michelle Louise Maton
MOLINE, Illinois
CRD# 4346722
Robert Martin Baner
MOLINE, Illinois
CRD# 7684139
Susan Joyce Serre
MOLINE, Illinois
CRD# 4221161
05
Office Locations
MOLINE, Illinois
14 advisors
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Data sourced from SEC Form ADV filings. THE PLANNING CENTER, INC. (CRD# 118994) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.