# THE PLANNING CENTER, INC.

THE PLANNING CENTER, INC. of MOLINE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 118994
- Type: SEC-registered investment adviser
- SEC file number: 801-61051
- Location: 1615 5TH AVENUE, MOLINE, IL, 61265
- Phone: 309-797-4030
- Latest filing: 2026-03-17
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $24.5M
- Clients: 28
- Accounts: 3,032

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (28)

_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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118994/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118994/similar
- Related entities: https://search.stillhousedata.com/firm/118994/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118994

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.