The Planning Center, Inc.

The Planning Center, Inc. (CRD# 118994) is a financial advisory firm headquartered in Moline, IL. They manage $505,534,001 in 2,378 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    2,378
    ACCOUNTS
  • Average Account Value
    $212,588
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, MN, TX, WI

Financial Advisors at The Planning Center, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Nancy L. Blunck
CRD#: 1181443
1407 W 31st Ave., Suite 303, Anchorage, AK 99503
96
Wealthminder
score

Nancy Blunck (CRD# 1181443) is an Investment Advisor Representative working at The Planning Center, Inc. in Anchorage, AK and has over 33 years of experience in the finance industry. Nancy Blunck 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
Michael A. Branham
CRD#: 3193430
7084 E. Fish Lake Rd, Maple Grove, MN 55311
96
Wealthminder
score

Michael Branham (CRD# 3193430) is an Investment Advisor Representative working at The Planning Center, Inc. in Maple Grove, MN and has over 17 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.

3
Eric H. Kies
CRD#: 4056054
1615 5th Avenue, Moline, IL 61265
96
Wealthminder
score

Eric Kies (CRD# 4056054) 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. 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.

4
Martin F. Kurtz
CRD#: 1365246
1615 5th Avenue, Moline, IL 61265
96
Wealthminder
score

Martin Kurtz (CRD# 1365246) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 31 years of experience in the finance industry. Martin Kurtz 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
Cicily C. Maton
CRD#: 1325339
303 W Erie St., Ste 311, Chicago, IL 60654
96
Wealthminder
score

Cicily Maton (CRD# 1325339) is an Investment Advisor Representative working at The Planning Center, Inc. in Chicago, IL and has over 31 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.

6
Andrew C. Sivertsen
CRD#: 5839836
1615 5th Avenue, Moline, IL 61265
96
Wealthminder
score

Andrew Sivertsen (CRD# 5839836) 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. 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.

7
Matthew A. Sivertsen
CRD#: 5455790
1615 5th Avenue, Moline, IL 61265
96
Wealthminder
score

Matthew Sivertsen (CRD# 5455790) 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 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
Joseph J. Sessions
CRD#: 4492591
7084 E Fish Lake Road, Osseo, MN 55311
93
Wealthminder
score

Joseph Sessions (CRD# 4492591) is an Investment Advisor Representative working at The Planning Center, Inc. in Osseo, MN and has over 12 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.

9
Michelle L. Maton
CRD#: 4346722
303 W Erie St., Ste 311, Chicago, IL 60654
90
Wealthminder
score

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.

10
Matthew T. Knoll
CRD#: 6249612
1615 5th Avenue, Moline, IL 61265
88
Wealthminder
score

Matthew Knoll (CRD# 6249612) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 2 years of experience in the finance industry.

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