| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Elizabeth Tessmer Control | Chief Financial Officer, Shareholder | Under 5% | 2022 |
| Andrew Charles Sivertsen | Secretary, Shareholder | 10-25% | 2013 |
| Brett Joseph Lee Control | Chief Compliance Officer, Shareholder | Under 5% | 2025 |
The Planning Center, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
The Planning Center, Inc. reports 26 employees.
The Planning Center, Inc. is based in Moline, IL and has been SEC-registered since 2002.
The Planning Center, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1615 5th Avenue, Moline, IL 61265 |
| Phone | 309-797-4030 |
| Fax | 309-797-4026 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.16B |
| Non-discretionary | $27.2M |
| Total (RAUM) | $1.19B |