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Matthew Joseph Mercer

Operations Manager, ShareholderThe Planning Center, Inc.CRD 7526497

About Matthew Joseph Mercer

Matthew Joseph Mercer is listed as Operations Manager, Shareholder at The Planning Center, Inc. in Moline, IL. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of The Planning Center, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Joseph Mercer work?

Matthew Joseph Mercer is listed as Operations Manager, Shareholder at The Planning Center, Inc. on SEC Form ADV.

How much of The Planning Center, Inc. does Matthew Joseph Mercer own?

Form ADV reports a beneficial ownership band of 5-10%.

The Planning Center, Inc.

TitleOperations Manager, Shareholder
Ownership5-10%
Control personNo
Since2022
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