Michelle Louise Maton

Employer firm

The Planning Center, Inc. CRD 118994

$1.37B regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• TAX PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  The Planning Center, Inc.
  Moline, IL

Previous Registrations

• 1998-05-05 → 2015-09-16
  Aequus Wealth Management Resources, Llc
  Chicago, IL

Other Businesses

Since July 2003, I have been a partial owner of Financial Planning Systems, LLC, a non investment related software development firm, located at 215 N Power Rd. #224 Mesa, AZ 85205. No time is devoted to this entity.

Designations

• Certified Financial Planner