THE PLANNING CENTER, INC. of MOLINE, IL is an SEC-registered investment adviser (CRD 118994). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
Showing 25 of 28 people.
| Name | Role | Location |
|---|---|---|
| Eric Hamilton Kies | CEO, PRESIDENT, SHAREHOLDER | — |
| Matthew Allen Sivertsen | VICE PRESIDENT, SHAREHOLDER | — |
| Andrew Charles Sivertsen | SECRETARY, SHAREHOLDER | — |
| Joseph Jeffry Sessions | SHAREHOLDER | — |
| Michelle Louise Maton | TREASURER, SHAREHOLDER | — |
| Hank Jude Boudreaux | SHAREHOLDER | — |
| Michael Anthony Branham | SHAREHOLDER | — |
| Amy Elizabeth Tessmer | CHIEF FINANCIAL OFFICER, SHAREHOLDER | — |
| Matthew Joseph Mercer | OPERATIONS MANAGER, SHAREHOLDER | — |
| Matthew Thomas Knoll | SHAREHOLDER | — |
| Robert Martin Baner | SHAREHOLDER | — |
| Brett Joseph Lee | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | — |
| KURTZ MARTIN FLOYD | OWNER; PARTNER, CEO; PRESIDENT | — |
| SERRE SUSAN JOYCE | CHIEF COMPLIANCE OFFICER | — |
| SESSIONS JOSEPH JEFFRY | OWNER; PARTNER; SHAREHOLDER | — |
| MATON CICILY CARSON | OWNER; PARTNER; SHAREHOLDER | — |
| MATON MICHELLE LOUISE | TREASURER, OWNER; TREASURER, PARTNER; TREASURER, SHAREHOLDER | — |
| LONGSTAFF JOHN SCOTT | OWNER; PARTNER | — |
| KIES ERIC HAMILTON | CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNER; CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, SHAREHOLDER; CHIEF COMPLIANCE OFFICER, VICE PRESIDENT (+3 more) | — |
| SIVERTSEN MATTHEW ALLEN | TREASURER; VICE PRESIDENT, OWNER; VICE PRESIDENT, PARTNER (+1 more) | — |
| SIVERTSEN ANDREW CHARLES | SECRETARY; SECRETARY, OWNER; SECRETARY, PARTNER (+2 more) | — |
| BOUDREAUX HANK JUDE | PARTNER; SHAREHOLDER | — |
| BRANHAM MICHAEL ANTHONY | PARTNER; SHAREHOLDER | — |
| Amy Tessmer Elizabeth | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, SHAREHOLDER | — |
| Mercer Matthew Joseph | OPERATIONS MANAGER; OPERATIONS MANAGER, SHAREHOLDER | — |