The Planning Center, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 118994
- SEC number
- 801-61051
- Firm type
- RIA
- Assets under management
- $1.4B as of Mar 17, 2026
- Website
- www.facebook.com/asivertsen1 ↗
- Phone
- 309-797-4030
- Address
- 1615 5th Avenue, Moline, IL, 61265
Advisors at this firm
9 in our index · page 1 of 1
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Hank Jude BoudreauxCRD 4274831 · New Orleans, LAIA Registered
-
Michael Anthony BranhamCRD 3193430 · Anchorage, AKIA Registered
-
Eric Hamilton KiesCRD 4056054 · Moline, ILIA Registered
-
Matthew Thomas KnollCRD 6249612 · Moline, ILIA Registered
-
Michelle Louise MatonCRD 4346722 · Chicago, ILIA Registered
-
Joseph Jeffry SessionsCRD 4492591 · Fresno, CAIA Registered
-
Andrew Charles SivertsenCRD 5839836 · Moline, ILIA Registered
-
Matthew Allen SivertsenCRD 5455790 · Moline, ILIA Registered
-
Caraline Maureen StenslikCRD 8201476 · Chicago, ILIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 118994 ↗
FINRA BrokerCheck record for firm CRD 118994 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.