The Planning Center, Inc.
● SEC registered since 2002CRD 118994SEC# 801-61051Moline, IL
Reg. AUM
$1.37B
Employees
28
Accounts
3,032
Location
Moline, IL
The Planning Center, Inc. assets under management
The Planning Center, Inc. operates as an SEC-registered investment adviser based in Moline, IL. The firm has been registered since 2002. It reports $1.4 billion in regulatory assets under management and employs 28 people.
The Planning Center, Inc. owners & executives
12 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does The Planning Center, Inc. manage?
The Planning Center, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does The Planning Center, Inc. have?
The Planning Center, Inc. reports 28 employees.
Where is The Planning Center, Inc. located?
The Planning Center, Inc. is based in Moline, IL and has been SEC-registered since 2002.
Does The Planning Center, Inc. disclose fund performance?
The Planning Center, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.37B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.37Bregulatory AUM
Discretionary $1.35BNon-discretionary $24.5M