Amy Elizabeth Tessmer
Chief Financial Officer, ShareholderThe Planning Center, Inc.CRD 7346710
About Amy Elizabeth Tessmer
Amy Elizabeth Tessmer is listed as Chief Financial Officer, Shareholder at The Planning Center, Inc. in Moline, IL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of The Planning Center, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Amy Elizabeth Tessmer work?
Amy Elizabeth Tessmer is listed as Chief Financial Officer, Shareholder at The Planning Center, Inc. on SEC Form ADV.
How much of The Planning Center, Inc. does Amy Elizabeth Tessmer own?
Form ADV reports a beneficial ownership band of Under 5%.
The Planning Center, Inc.
| Title | Chief Financial Officer, Shareholder |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |