The Planning Center, Inc.
The Planning Center, Inc. (CRD# 118994) is a financial advisory firm headquartered in Moline, IL. They manage $1,087,920,044 in 3,303 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,088MILLION
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Total Number of Accounts3,303ACCOUNTS
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Average Account Value$329,373
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AK, AZ, CA, FL, IA, IL, IN, LA, MA, MN, MO, NC, NH, NY, OR, SC, TX, WA, WI
Andrew Baxley (CRD# 6577215) is an Investment Advisor Representative working at The Planning Center, Inc. in Chicago, IL and has over 8 years of experience in the finance industry.
H. Jude Boudreaux is the founder of Upperline Financial Planning, a fee-only financial planning firm based in New Orleans. We have a unique approach that allows us to work with a broad range of clients, from those who are just beginning in their financial lives to those who have accumulated assets and are not approaching retirement. As a fee-only firm, no commissions are earned.
Jude (CRD# 4274831) is an Investment Advisor Representative working at Upperline Financial Planning, LLC in New Orleans, LA and has over 15 years of experience in the finance industry. Hank Boudreaux has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Michael Branham (CRD# 3193430) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 25 years of experience in the finance industry.
Eric Kies (CRD# 4056054) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 24 years of experience in the finance industry.
Matthew Knoll (CRD# 6249612) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 9 years of experience in the finance industry.
Michelle Maton (CRD# 4346722) is an Investment Advisor Representative working at The Planning Center, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
Joseph Sessions (CRD# 4492591) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 19 years of experience in the finance industry.
Andrew Sivertsen (CRD# 5839836) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 13 years of experience in the finance industry.
Matthew Sivertsen (CRD# 5455790) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 20 years of experience in the finance industry.