The Planning Center, Inc.

The Planning Center, Inc. (CRD# 118994) is a financial advisory firm headquartered in Moline, IL. They manage $995,661,437 in 3,150 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    996
    MILLION
  • Total Number of Accounts
    3,150
    ACCOUNTS
  • Average Account Value
    $316,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, FL, IA, IL, IN, LA, MA, MD, MN, MO, NC, NE, NY, OR, SC, TX, WA, WI

Financial Advisors at The Planning Center, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Andrew E. Baxley
CRD#: 6577215
303 W Erie St, #311, Chicago, IL 60654

Andrew Baxley (CRD# 6577215) is an Investment Advisor Representative working at The Planning Center, Inc. in Chicago, IL and has over 6 years of experience in the finance industry. Andrew Baxley 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
H. Jude Boudreaux
CRD#: 4274831
1615 5th Avenue, Moline, IL 61265

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.

3
Michael A. Branham
CRD#: 3193430
1615 5th Avenue, Moline, IL 61265

Michael Branham (CRD# 3193430) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 23 years of experience in the finance industry. Michael Branham 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 put clients' interests first and comply with the Financial Planning Practice Standards.

4
Eric H. Kies
CRD#: 4056054
1615 5th Avenue, Moline, IL 61265

Eric Kies (CRD# 4056054) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 22 years of experience in the finance industry. Eric Kies 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 put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew T. Knoll
CRD#: 6249612
1615 5th Avenue, Moline, IL 61265

Matthew Knoll (CRD# 6249612) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 7 years of experience in the finance industry. Matthew Knoll 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 put clients' interests first and comply with the Financial Planning Practice Standards.

6
Cicily C. Maton
CRD#: 1325339
303 W Erie St., Ste 311, Chicago, IL 60654

Cicily Maton (CRD# 1325339) is an Investment Advisor Representative working at The Planning Center, Inc. in Chicago, IL and has over 37 years of experience in the finance industry. Cicily Maton 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 put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michelle L. Maton
CRD#: 4346722
303 W Erie St., Ste 311, Chicago, IL 60654

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. Michelle Maton 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 put clients' interests first and comply with the Financial Planning Practice Standards.

8
Amber W. Miller
CRD#: 6552283
1615 5th Avenue, Moline, IL 61265

Amber Miller (CRD# 6552283) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 6 years of experience in the finance industry. Amber Miller 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 put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joseph J. Sessions
CRD#: 4492591
1615 5th Avenue, Moline, IL 61265

Joseph Sessions (CRD# 4492591) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 17 years of experience in the finance industry. Joseph Sessions 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 put clients' interests first and comply with the Financial Planning Practice Standards.

10
Andrew C. Sivertsen
CRD#: 5839836
1615 5th Avenue, Moline, IL 61265

Andrew Sivertsen (CRD# 5839836) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 11 years of experience in the finance industry. Andrew Sivertsen 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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