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.
| Title | Operations Manager, Shareholder |
| Ownership | 5-10% |
| Control person | No |
| Since | 2022 |