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Joseph Jeffry Sessions

The Planning Center, Inc.

St. Louis Park, MN

Moline, IL

Fresno, CA

CRD 4492591

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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:

Current Employers
The Planning Center, Inc.

1615 5Th Avenue, Moline, IL 61265 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
MN RA APPROVED 2014-08-28
  • CA RA
    APPROVED
    Since 2025-01-01
  • MN RA
    APPROVED
    Since 2014-08-28

Branch Locations

1650 West End Boulevard, St. Louis Park, MN 55416 • United States

1615 5Th Avenue, Moline, IL 61265 • United States

7055 N. Maple Avenue Suite 108, Fresno, CA 93720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Planning Center, Inc. Moline IL 01/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-18
S63 Uniform Securities Agent State Law Examination 2004-06-16
  • S65 Uniform Investment Adviser Law Examination
    2005-07-18
  • S63 Uniform Securities Agent State Law Examination
    2004-06-16
Designations
  • Certified Financial Planner
Other Names
  • Joseph J Session
  • J. J. Sessions
  • Joseph J Sessions

View on SEC IAPD

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